See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,037 | $59,417-10.7% | $93,606-43.3% | $74,495-28.8% |
| Participation rate | 68.8% | 59.7%+9.2pp | 68.7%+0.1pp | 67.2%+1.6pp |
| Annual return | 16.96% | 81.83%-64.9pp | 133.20%-116.2pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $465 | $1,264-63.2% | $2,420-80.8% | $2,623-82.3% |
| Participant deferral / active EE | $3,054 | $3,050+0.1% | $4,411-30.8% | $4,346-29.7% |
| Admin fee / account holder | $6 | $3,021-99.8% | $8,285-99.9% | $1,942-99.7% |