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 | $60,954 | $140,769-56.7% | $95,585-36.2% | $140,769-56.7% |
| Participation rate | 50.3% | 74.2%-23.9pp | 72.1%-21.8pp | 74.2%-23.9pp |
| Annual return | 14.84% | 16.82%-2.0pp | 38.56%-23.7pp | 16.82%-2.0pp |
| Employer contribution / active EE | $1,053 | $3,906-73.0% | $2,527-58.3% | $3,906-73.0% |
| Participant deferral / active EE | $1,902 | $6,717-71.7% | $4,023-52.7% | $6,717-71.7% |
| Admin fee / account holder | $0 | $229-100.0% | $6,127-100.0% | $229-100.0% |