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 | $111,469 | $38,075+192.8% | $93,406+19.3% | $73,488+51.7% |
| Participation rate | 33.3% | 56.7%-23.4pp | 66.8%-33.5pp | 70.7%-37.3pp |
| Annual return | 17.24% | 17.59%-0.3pp | 78.05%-60.8pp | 28.51%-11.3pp |
| Employer contribution / active EE | $568 | $1,117-49.2% | $2,075-72.6% | $2,270-75.0% |
| Participant deferral / active EE | $2,271 | $2,012+12.9% | $3,126-27.3% | $3,740-39.3% |
| Admin fee / account holder | $3 | $351-99.2% | $5,230-99.9% | $513-99.4% |