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 | $73,575 | $65,061+13.1% | $143,757-48.8% | $66,914+10.0% |
| Participation rate | 68.7% | 65.2%+3.5pp | 80.3%-11.6pp | 69.8%-1.1pp |
| Annual return | -14.85% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,658 | $2,361+12.6% | $4,951-46.3% | $2,544+4.5% |
| Participant deferral / active EE | $5,146 | $2,919+76.3% | $5,637-8.7% | $4,237+21.5% |
| Admin fee / account holder | $274 | $502-45.4% | $14,673-98.1% | $593-53.8% |