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 | $13,099 | $23,385-44.0% | $69,182-81.1% | $57,658-77.3% |
| Participation rate | 18.4% | 37.9%-19.5pp | 55.1%-36.7pp | 70.2%-51.8pp |
| Annual return | 8.12% | -659.34%+667.5pp | -21.93%+30.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $311 | $843-63.1% | $1,897-83.6% | $3,061-89.8% |
| Admin fee / account holder | $0 | $82-100.0% | $2,697-100.0% | $95-100.0% |