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 | $49,866 | $39,898+25.0% | $121,196-58.9% | $55,725-10.5% |
| Participation rate | 42.3% | 61.2%-18.9pp | 71.7%-29.4pp | 70.9%-28.5pp |
| Annual return | -6.06% | -0.96%-5.1pp | 16.93%-23.0pp | 244.93%-251.0pp |
| Employer contribution / active EE | $0 | $1,295-100.0% | $4,022-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,077 | $2,439+26.2% | $3,344-8.0% | $3,356-8.3% |
| Admin fee / account holder | $30 | $95-68.6% | $5,019-99.4% | $115-74.0% |