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 | $15,104 | $28,416-46.8% | $73,545-79.5% | $69,631-78.3% |
| Participation rate | 21.6% | 38.3%-16.7pp | 54.9%-33.3pp | 70.7%-49.1pp |
| Annual return | 22.50% | -694.13%+716.6pp | -15.16%+37.7pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $364 | $897-59.4% | $1,806-79.8% | $3,224-88.7% |
| Admin fee / account holder | $0 | $104-100.0% | $2,320-100.0% | $110-100.0% |