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 | $121,482 | $95,762+26.9% | $379,746-68.0% | $79,858+52.1% |
| Participation rate | 64.4% | 74.0%-9.5pp | 78.4%-14.0pp | 69.6%-5.2pp |
| Annual return | 15.50% | 18.26%-2.8pp | 34.90%-19.4pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,232 | $2,695-17.2% | $3,540-36.9% | $2,471-9.6% |
| Participant deferral / active EE | $6,760 | $4,705+43.7% | $6,024+12.2% | $3,740+80.7% |
| Admin fee / account holder | $8 | $6,745-99.9% | $7,927-99.9% | $5,306-99.8% |