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 9-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 | $54,155 | $122,854-55.9% | $184,200-70.6% | $199,768-72.9% |
| Participation rate | 57.2% | 87.0%-29.8pp | 86.8%-29.6pp | 72.0%-14.8pp |
| Annual return | 27.83% | 143.99%-116.2pp | 28.80%-1.0pp | 34.26%-6.4pp |
| Employer contribution / active EE | $2,381 | $4,588-48.1% | $6,424-62.9% | $3,037-21.6% |
| Participant deferral / active EE | $5,744 | $7,995-28.2% | $9,132-37.1% | $5,090+12.9% |
| Admin fee / account holder | $177 | $120+46.8% | $13,907-98.7% | $269-34.3% |