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 | $141,207 | $66,124+113.5% | $90,404+56.2% | $73,488+92.1% |
| Participation rate | 68.8% | 69.7%-0.9pp | 72.7%-3.9pp | 70.7%-1.9pp |
| Annual return | 14.13% | 17.65%-3.5pp | 1293.02%-1278.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,050 | $2,346-12.6% | $3,262-37.2% | $2,270-9.7% |
| Participant deferral / active EE | $3,577 | $3,039+17.7% | $3,963-9.7% | $3,740-4.3% |
| Admin fee / account holder | -$85 | $396-121.4% | $5,611-101.5% | $513-116.5% |