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 | $19,172 | $41,647-54.0% | $96,139-80.1% | $86,799-77.9% |
| Participation rate | 49.5% | 50.2%-0.7pp | 68.4%-19.0pp | 72.3%-22.8pp |
| Annual return | 19.62% | 27.24%-7.6pp | 191.94%-172.3pp | 97.91%-78.3pp |
| Employer contribution / active EE | $1,050 | $1,318-20.3% | $2,797-62.4% | $2,405-56.3% |
| Participant deferral / active EE | $2,285 | $2,412-5.3% | $4,349-47.4% | $4,131-44.7% |
| Admin fee / account holder | $12 | $169-93.1% | $5,537-99.8% | $170-93.1% |