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 | $49,451-100.0% | $79,550-100.0% | $66,914-100.0% |
| Participation rate | 0.0% | 61.3%-61.3pp | 69.5%-69.5pp | 69.8%-69.8pp |
| Annual return | -3.14% | 84.25%-87.4pp | 0.16%-3.3pp | 1.58%-4.7pp |
| Employer contribution / active EE | $1,129 | $1,266-10.8% | $2,413-53.2% | $2,544-55.6% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |