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 | $13,944 | $26,549-47.5% | $61,373-77.3% | $66,914-79.2% |
| Participation rate | 29.4% | 38.1%-8.7pp | 52.6%-23.2pp | 69.8%-40.4pp |
| Annual return | -19.43% | -16.21%-3.2pp | 338.61%-358.0pp | 1.58%-21.0pp |
| Employer contribution / active EE | $332 | $651-49.0% | $1,159-71.3% | $2,544-86.9% |
| Participant deferral / active EE | $667 | $1,338-50.2% | $2,125-68.6% | $4,237-84.3% |
| Admin fee / account holder | $35 | $409-91.5% | $2,130-98.4% | $593-94.1% |