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 | $54,551 | $87,870-37.9% | $113,168-51.8% | $74,304-26.6% |
| Participation rate | 68.3% | 70.7%-2.4pp | 76.6%-8.2pp | 60.3%+8.0pp |
| Annual return | 16.65% | 26.44%-9.8pp | 24.27%-7.6pp | 29.43%-12.8pp |
| Employer contribution / active EE | $812 | $2,277-64.3% | $2,975-72.7% | $2,241-63.7% |
| Participant deferral / active EE | $2,798 | $4,241-34.0% | $5,107-45.2% | $3,767-25.7% |
| Admin fee / account holder | $40 | $3,368-98.8% | $12,068-99.7% | $2,969-98.7% |