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 | $44,047 | $84,487-47.9% | $125,339-64.9% | $66,914-34.2% |
| Participation rate | 69.6% | 76.4%-6.8pp | 82.4%-12.8pp | 69.8%-0.2pp |
| Annual return | -16.91% | -8.39%-8.5pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,330 | $3,553-34.4% | $4,814-51.6% | $2,544-8.4% |
| Participant deferral / active EE | $4,215 | $6,781-37.8% | $7,446-43.4% | $4,237-0.5% |
| Admin fee / account holder | $6 | $685-99.1% | $10,010-99.9% | $593-98.9% |