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 | $123,614 | $54,350+127.4% | $82,719+49.4% | $68,494+80.5% |
| Participation rate | 44.3% | 63.9%-19.6pp | 72.6%-28.2pp | 67.9%-23.6pp |
| Annual return | -15.41% | -13.67%-1.7pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $466 | $2,218-79.0% | $3,009-84.5% | $2,596-82.0% |
| Participant deferral / active EE | $1,898 | $3,246-41.5% | $4,395-56.8% | $4,027-52.9% |
| Admin fee / account holder | $33 | $4,395-99.2% | $5,329-99.4% | $5,403-99.4% |