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 | $215,768 | $106,028+103.5% | $146,958+46.8% | $77,643+177.9% |
| Participation rate | 50.7% | 78.4%-27.7pp | 82.2%-31.5pp | 70.6%-19.9pp |
| Annual return | 14.73% | 56.73%-42.0pp | 418.34%-403.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,746 | $4,063-57.0% | $4,933-64.6% | $2,726-36.0% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |