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 | $57,673 | $63,442-9.1% | $68,791-16.2% | $66,914-13.8% |
| Participation rate | 64.7% | 60.0%+4.7pp | 69.0%-4.3pp | 69.8%-5.1pp |
| Annual return | -16.97% | -8.29%-8.7pp | -6.38%-10.6pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,902 | $1,775+7.1% | $2,655-28.4% | $2,544-25.3% |
| Participant deferral / active EE | $2,513 | $2,945-14.7% | $3,941-36.2% | $4,237-40.7% |
| Admin fee / account holder | $31 | $577-94.6% | $4,932-99.4% | $593-94.7% |