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 | $90,251 | $47,977+88.1% | $154,107-41.4% | $56,287+60.3% |
| Participation rate | 62.7% | 66.2%-3.4pp | 83.0%-20.3pp | 69.9%-7.1pp |
| Annual return | -5.84% | 3.54%-9.4pp | 735.12%-741.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $9,514 | $2,169+338.7% | $5,298+79.6% | $2,111+350.7% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |