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 | $79,038 | $61,156+29.2% | $185,823-57.5% | $79,386-0.4% |
| Participation rate | 64.6% | 66.6%-2.1pp | 81.7%-17.1pp | 70.7%-6.1pp |
| Annual return | 14.05% | 19.45%-5.4pp | 122.05%-108.0pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,562 | $2,321-32.7% | $5,167-69.8% | $2,427-35.6% |
| Participant deferral / active EE | $4,170 | $2,789+49.5% | $5,568-25.1% | $4,046+3.1% |
| Admin fee / account holder | $47 | $710-93.4% | $16,237-99.7% | $626-92.5% |