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 3-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 | $13,109 | $65,061-79.9% | $143,757-90.9% | $66,914-80.4% |
| Participation rate | 54.8% | 65.2%-10.4pp | 80.3%-25.6pp | 69.8%-15.1pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $772 | $2,361-67.3% | $4,951-84.4% | $2,544-69.7% |
| Participant deferral / active EE | $1,024 | $2,919-64.9% | $5,637-81.8% | $4,237-75.8% |
| Admin fee / account holder | $17 | $502-96.6% | $14,673-99.9% | $593-97.2% |