Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,037 | $59,402-10.7% | $93,654-43.4% | $74,546-28.9% |
| Participation rate | 68.8% | 59.7%+9.2pp | 68.7%+0.1pp | 67.2%+1.6pp |
| Annual return | 16.96% | 81.86%-64.9pp | 133.34%-116.4pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $465 | $1,265-63.2% | $2,421-80.8% | $2,624-82.3% |
| Participant deferral / active EE | $3,054 | $3,049+0.2% | $4,413-30.8% | $4,347-29.8% |
| Admin fee / account holder | $6 | $3,023-99.8% | $8,282-99.9% | $1,944-99.7% |