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 | $23,250 | $47,977-51.5% | $154,107-84.9% | $56,287-58.7% |
| Participation rate | 61.0% | 66.2%-5.2pp | 83.0%-22.1pp | 69.9%-8.9pp |
| Annual return | -5.45% | 3.54%-9.0pp | 735.12%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $685 | $2,169-68.4% | $5,298-87.1% | $2,111-67.5% |
| Participant deferral / active EE | $1,219 | $2,392-49.0% | $5,081-76.0% | $3,350-63.6% |
| Admin fee / account holder | $92 | $438-79.0% | $13,411-99.3% | $521-82.4% |