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 | $38,096 | $47,278-19.4% | $124,672-69.4% | $93,030-59.0% |
| Participation rate | 19.5% | 51.1%-31.6pp | 74.6%-55.1pp | 73.9%-54.4pp |
| Annual return | 15.80% | 15.27%+0.5pp | 5142.93%-5127.1pp | 158.70%-142.9pp |
| Employer contribution / active EE | $294 | $937-68.7% | $3,324-91.2% | $2,706-89.1% |
| Participant deferral / active EE | $701 | $1,786-60.7% | $4,614-84.8% | $4,562-84.6% |
| Admin fee / account holder | $7 | $108-93.5% | $7,493-99.9% | $152-95.3% |