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 | $154,515 | $101,883+51.7% | $453,369-65.9% | $85,850+80.0% |
| Participation rate | 58.0% | 72.3%-14.3pp | 78.0%-20.0pp | 69.3%-11.4pp |
| Annual return | 15.82% | 25.38%-9.6pp | 64.40%-48.6pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,338 | $2,847-17.9% | $4,070-42.6% | $2,565-8.9% |
| Participant deferral / active EE | $7,123 | $4,782+49.0% | $6,209+14.7% | $3,952+80.2% |
| Admin fee / account holder | $18 | $5,706-99.7% | $11,209-99.8% | $6,260-99.7% |