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 | $47,243 | $47,898-1.4% | $117,472-59.8% | $64,808-27.1% |
| Participation rate | 46.9% | 61.9%-15.0pp | 70.6%-23.7pp | 71.5%-24.6pp |
| Annual return | -17.33% | -15.54%-1.8pp | 29.74%-47.1pp | 32.82%-50.2pp |
| Employer contribution / active EE | $0 | $1,774-100.0% | $4,176-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,169 | $3,151+0.6% | $4,070-22.2% | $4,310-26.5% |
| Admin fee / account holder | $25 | $132-81.1% | $5,645-99.6% | $188-86.7% |