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 | $0 | $49,138-100.0% | $84,015-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 60.7%-60.7pp | 69.0%-69.0pp | 70.2%-70.2pp |
| Annual return | 140.79% | 23.00%+117.8pp | 71.31%+69.5pp | 29.38%+111.4pp |
| Employer contribution / active EE | $420 | $914-54.0% | $1,983-78.8% | $2,177-80.7% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |