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 | $38,989 | $86,897-55.1% | $151,611-74.3% | $64,808-39.8% |
| Participation rate | 58.4% | 87.3%-28.9pp | 87.5%-29.1pp | 71.5%-13.1pp |
| Annual return | 0.77% | -3.57%+4.3pp | 3.33%-2.6pp | 32.82%-32.1pp |
| Employer contribution / active EE | $2,081 | $4,010-48.1% | $6,166-66.2% | $2,506-16.9% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |