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 | $37,526 | $61,272-38.8% | $149,673-74.9% | $71,457-47.5% |
| Participation rate | 49.0% | 62.5%-13.5pp | 78.8%-29.8pp | 67.9%-18.9pp |
| Annual return | 20.53% | 35.85%-15.3pp | 134.42%-113.9pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,170 | $2,378-50.8% | $4,818-75.7% | $2,588-54.8% |
| Participant deferral / active EE | $2,209 | $2,917-24.3% | $5,680-61.1% | $4,289-48.5% |
| Admin fee / account holder | $0 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |