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 | $28,824 | $52,953-45.6% | $172,739-83.3% | $65,185-55.8% |
| Participation rate | 55.7% | 66.2%-10.5pp | 82.6%-26.9pp | 70.2%-14.5pp |
| Annual return | 20.04% | 30.12%-10.1pp | 802.84%-782.8pp | 29.38%-9.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,245 | $2,471-49.6% | $5,198-76.1% | $3,514-64.6% |
| Admin fee / account holder | $196 | $472-58.5% | $13,954-98.6% | $847-76.9% |