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 | $36,217 | $65,061-44.3% | $143,757-74.8% | $66,914-45.9% |
| Participation rate | 64.7% | 65.2%-0.4pp | 80.3%-15.6pp | 69.8%-5.1pp |
| Annual return | -17.41% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $892 | $2,361-62.2% | $4,951-82.0% | $2,544-64.9% |
| Participant deferral / active EE | $3,985 | $2,919+36.5% | $5,637-29.3% | $4,237-6.0% |
| Admin fee / account holder | $19 | $502-96.2% | $14,673-99.9% | $593-96.8% |