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 | $28,187 | $69,763-59.6% | $67,502-58.2% | $74,495-62.2% |
| Participation rate | 66.8% | 71.4%-4.5pp | 72.9%-6.0pp | 67.2%-0.4pp |
| Annual return | 15.17% | -40.34%+55.5pp | 3512.12%-3497.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,047 | $2,704-61.3% | $2,731-61.7% | $2,623-60.1% |
| Participant deferral / active EE | $1,764 | $3,636-51.5% | $4,000-55.9% | $4,346-59.4% |
| Admin fee / account holder | $16 | $896-98.2% | $3,998-99.6% | $1,942-99.2% |