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 | $85,476 | $61,272+39.5% | $149,673-42.9% | $71,457+19.6% |
| Participation rate | 60.6% | 62.5%-1.9pp | 78.8%-18.2pp | 67.9%-7.3pp |
| Annual return | 14.31% | 35.85%-21.5pp | 134.42%-120.1pp | 28.85%-14.5pp |
| Employer contribution / active EE | $2,541 | $2,378+6.9% | $4,818-47.2% | $2,588-1.8% |
| Participant deferral / active EE | $5,097 | $2,917+74.7% | $5,680-10.3% | $4,289+18.9% |
| Admin fee / account holder | $286 | $1,261-77.3% | $13,210-97.8% | $1,587-82.0% |