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 | $22,148 | $45,000-50.8% | $143,757-84.6% | $77,904-71.6% |
| Participation rate | 62.8% | 66.8%-4.0pp | 80.3%-17.5pp | 73.7%-10.9pp |
| Annual return | -8.09% | 29.03%-37.1pp | -0.04%-8.0pp | 12.21%-20.3pp |
| Employer contribution / active EE | $410 | $1,870-78.1% | $4,951-91.7% | $2,848-85.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $14,673-100.0% | $133-100.0% |