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 | $24,998 | $47,722-47.6% | $82,719-69.8% | $64,808-61.4% |
| Participation rate | 44.5% | 67.6%-23.2pp | 72.6%-28.1pp | 71.5%-27.0pp |
| Annual return | -2.84% | -13.05%+10.2pp | 701.18%-704.0pp | 32.82%-35.7pp |
| Employer contribution / active EE | $1,989 | $2,179-8.7% | $3,009-33.9% | $2,506-20.6% |
| Participant deferral / active EE | $3,344 | $3,329+0.4% | $4,395-23.9% | $4,310-22.4% |
| Admin fee / account holder | $12 | $143-91.6% | $5,329-99.8% | $188-93.6% |