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 8-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 | $34,520 | $58,879-41.4% | $178,490-80.7% | $73,488-53.0% |
| Participation rate | 51.4% | 66.2%-14.8pp | 81.9%-30.5pp | 70.7%-19.3pp |
| Annual return | 12.62% | 24.86%-12.2pp | 151.07%-138.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,110 | $2,236-50.4% | $5,011-77.8% | $2,270-51.1% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |