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 | $90,566 | $42,810+111.6% | $169,463-46.6% | $55,725+62.5% |
| Participation rate | 69.6% | 64.7%+4.9pp | 77.8%-8.2pp | 70.9%-1.2pp |
| Annual return | 28.76% | -3.61%+32.4pp | 1.83%+26.9pp | 244.93%-216.2pp |
| Employer contribution / active EE | $1,502 | $1,402+7.2% | $4,159-63.9% | $2,078-27.7% |
| Participant deferral / active EE | $2,668 | $3,141-15.1% | $5,277-49.4% | $3,356-20.5% |
| Admin fee / account holder | $7 | $106-93.2% | $9,109-99.9% | $115-93.7% |