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 | $36,677 | $84,487-56.6% | $125,339-70.7% | $66,914-45.2% |
| Participation rate | 61.8% | 76.4%-14.6pp | 82.4%-20.6pp | 69.8%-8.0pp |
| Annual return | -15.00% | -8.39%-6.6pp | 572.05%-587.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,923 | $3,553-45.9% | $4,814-60.1% | $2,544-24.4% |
| Participant deferral / active EE | $3,748 | $6,781-44.7% | $7,446-49.7% | $4,237-11.5% |
| Admin fee / account holder | $101 | $685-85.3% | $10,010-99.0% | $593-83.0% |