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 | $18,591 | $73,867-74.8% | $143,757-87.1% | $68,494-72.9% |
| Participation rate | 65.4% | 66.7%-1.2pp | 80.3%-14.9pp | 67.9%-2.5pp |
| Annual return | -13.61% | 1.01%-14.6pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,471 | $3,184-53.8% | $4,951-70.3% | $2,596-43.3% |
| Participant deferral / active EE | $1,091 | $3,384-67.8% | $5,637-80.6% | $4,027-72.9% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |