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 | $48,372 | $48,447-0.2% | $91,220-47.0% | $89,394-45.9% |
| Participation rate | 52.8% | 46.5%+6.4pp | 73.2%-20.4pp | 71.3%-18.4pp |
| Annual return | 6.96% | -13.16%+20.1pp | 114.01%-107.1pp | -11.89%+18.8pp |
| Employer contribution / active EE | $906 | $1,115-18.8% | $2,850-68.2% | $3,022-70.0% |
| Participant deferral / active EE | $1,588 | $2,235-28.9% | $4,234-62.5% | $5,123-69.0% |
| Admin fee / account holder | $0 | $61-100.0% | $5,420-100.0% | $79-100.0% |