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 | $20,027 | $82,664-75.8% | $125,339-84.0% | $68,494-70.8% |
| Participation rate | 26.6% | 75.0%-48.5pp | 82.4%-55.8pp | 67.9%-41.3pp |
| Annual return | -18.37% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,857 | $3,381-15.5% | $4,814-40.6% | $2,596+10.0% |
| Participant deferral / active EE | $3,994 | $6,110-34.6% | $7,446-46.4% | $4,027-0.8% |
| Admin fee / account holder | $42 | $6,275-99.3% | $10,010-99.6% | $5,403-99.2% |