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 3-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 | $72,254-100.0% | $86,677-100.0% | $64,808-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.6%-76.6pp | 71.5%-71.5pp |
| Annual return | 0.00% | 392.42%-392.4pp | 35.91%-35.9pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,630 | $2,393-31.9% | $2,836-42.5% | $2,506-35.0% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |