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 5-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 | $30,763 | $91,407-66.3% | $135,903-77.4% | $71,457-56.9% |
| Participation rate | 63.6% | 75.7%-12.1pp | 81.9%-18.3pp | 67.9%-4.3pp |
| Annual return | 20.75% | 29.90%-9.1pp | 68.23%-47.5pp | 28.85%-8.1pp |
| Employer contribution / active EE | $2,339 | $3,703-36.8% | $4,856-51.8% | $2,588-9.6% |
| Participant deferral / active EE | $4,331 | $7,092-38.9% | $7,758-44.2% | $4,289+1.0% |
| Admin fee / account holder | $197 | $1,266-84.4% | $10,762-98.2% | $1,587-87.6% |