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 3-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 | $6,733 | $26,549-74.6% | $61,373-89.0% | $66,914-89.9% |
| Participation rate | 22.5% | 38.1%-15.6pp | 52.6%-30.0pp | 69.8%-47.3pp |
| Annual return | 0.00% | -16.21%+16.2pp | 338.61%-338.6pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,930 | $1,338+44.2% | $2,125-9.2% | $4,237-54.4% |
| Admin fee / account holder | $99 | $409-75.8% | $2,130-95.4% | $593-83.4% |