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 | $46,848 | $86,897-46.1% | $151,611-69.1% | $64,808-27.7% |
| Participation rate | 60.7% | 87.3%-26.5pp | 87.5%-26.7pp | 71.5%-10.7pp |
| Annual return | -10.92% | -3.57%-7.4pp | 3.33%-14.2pp | 32.82%-43.7pp |
| Employer contribution / active EE | $2,366 | $4,010-41.0% | $6,166-61.6% | $2,506-5.6% |
| Participant deferral / active EE | $4,403 | $6,690-34.2% | $8,363-47.4% | $4,310+2.2% |
| Admin fee / account holder | $12 | $153-92.0% | $11,616-99.9% | $188-93.5% |