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 9-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 | $26,307 | $37,393-29.6% | $77,024-65.8% | $66,914-60.7% |
| Participation rate | 31.7% | 52.9%-21.2pp | 67.9%-36.2pp | 69.8%-38.1pp |
| Annual return | -18.75% | -3.29%-15.5pp | 42.32%-61.1pp | 1.58%-20.3pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,074 | $2,617-20.7% | $4,426-53.1% | $4,237-51.0% |
| Admin fee / account holder | $28 | $567-95.1% | $5,425-99.5% | $593-95.3% |