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 8-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 | $35,026 | $48,335-27.5% | $121,098-71.1% | $71,457-51.0% |
| Participation rate | 35.4% | 54.3%-18.9pp | 69.5%-34.1pp | 67.9%-32.6pp |
| Annual return | 19.61% | 23.32%-3.7pp | 985.75%-966.1pp | 28.85%-9.2pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,494 | $2,754-9.4% | $4,080-38.9% | $4,289-41.8% |
| Admin fee / account holder | $7 | $1,841-99.6% | $5,644-99.9% | $1,587-99.5% |