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 4-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 | $152,462 | $80,177+90.2% | $123,892+23.1% | $57,658+164.4% |
| Participation rate | 20.5% | 74.4%-53.9pp | 81.4%-60.9pp | 70.2%-49.7pp |
| Annual return | 7.67% | 17.90%-10.2pp | 47.52%-39.8pp | 5.13%+2.5pp |
| Employer contribution / active EE | $7,581 | $2,913+160.3% | $4,617+64.2% | $1,974+284.1% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $7 | $106-93.1% | $8,357-99.9% | $95-92.2% |