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 | $60,180 | $63,442-5.1% | $68,791-12.5% | $66,914-10.1% |
| Participation rate | 25.9% | 60.0%-34.0pp | 69.0%-43.1pp | 69.8%-43.9pp |
| Annual return | -16.67% | -8.29%-8.4pp | -6.38%-10.3pp | 1.58%-18.2pp |
| Employer contribution / active EE | $783 | $1,775-55.9% | $2,655-70.5% | $2,544-69.2% |
| Participant deferral / active EE | $2,117 | $2,945-28.1% | $3,941-46.3% | $4,237-50.0% |
| Admin fee / account holder | $11 | $577-98.2% | $4,932-99.8% | $593-98.2% |