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 | $134,200 | $82,202+63.3% | $125,339+7.1% | $64,808+107.1% |
| Participation rate | 66.2% | 77.9%-11.7pp | 82.4%-16.2pp | 71.5%-5.3pp |
| Annual return | -6.02% | 3.48%-9.5pp | 572.05%-578.1pp | 32.82%-38.8pp |
| Employer contribution / active EE | $2,960 | $3,615-18.1% | $4,814-38.5% | $2,506+18.1% |
| Participant deferral / active EE | $4,847 | $7,175-32.4% | $7,446-34.9% | $4,310+12.5% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |