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 | $30,032 | $91,190-67.1% | $178,490-83.2% | $79,858-62.4% |
| Participation rate | 57.7% | 69.2%-11.5pp | 81.9%-24.2pp | 69.6%-11.9pp |
| Annual return | 15.65% | 24.19%-8.5pp | 151.07%-135.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,784 | $3,256-45.2% | $5,011-64.4% | $2,471-27.8% |
| Participant deferral / active EE | $3,667 | $3,236+13.3% | $5,202-29.5% | $3,740-1.9% |
| Admin fee / account holder | $209 | $6,751-96.9% | $13,984-98.5% | $5,306-96.1% |