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 4-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 | $0 | $63,745-100.0% | $98,442-100.0% | $79,386-100.0% |
| Participation rate | 0.0% | 69.9%-69.9pp | 73.3%-73.3pp | 70.7%-70.7pp |
| Annual return | 0.00% | 625.80%-625.8pp | 1492.73%-1492.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $12,821 | $2,557+401.4% | $2,960+333.2% | $2,427+428.1% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-100.0% | $5,949-100.0% | $626-100.0% |