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 | $37,562 | $65,061-42.3% | $143,757-73.9% | $66,914-43.9% |
| Participation rate | 36.5% | 65.2%-28.7pp | 80.3%-43.8pp | 69.8%-33.3pp |
| Annual return | -12.17% | -11.14%-1.0pp | -0.04%-12.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $1,478 | $2,361-37.4% | $4,951-70.2% | $2,544-41.9% |
| Participant deferral / active EE | $2,620 | $2,919-10.2% | $5,637-53.5% | $4,237-38.2% |
| Admin fee / account holder | $140 | $502-72.0% | $14,673-99.0% | $593-76.3% |