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 | $15,659 | $47,722-67.2% | $82,719-81.1% | $64,808-75.8% |
| Participation rate | 53.9% | 67.6%-13.7pp | 72.6%-18.7pp | 71.5%-17.6pp |
| Annual return | -16.21% | -13.05%-3.2pp | 701.18%-717.4pp | 32.82%-49.0pp |
| Employer contribution / active EE | $558 | $2,179-74.4% | $3,009-81.4% | $2,506-77.7% |
| Participant deferral / active EE | $1,251 | $3,329-62.4% | $4,395-71.5% | $4,310-71.0% |
| Admin fee / account holder | $9 | $143-93.8% | $5,329-99.8% | $188-95.3% |