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 | $21,731 | $65,061-66.6% | $143,757-84.9% | $66,914-67.5% |
| Participation rate | 59.0% | 65.2%-6.2pp | 80.3%-21.3pp | 69.8%-10.8pp |
| Annual return | -16.99% | -11.14%-5.9pp | -0.04%-16.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $519 | $2,361-78.0% | $4,951-89.5% | $2,544-79.6% |
| Participant deferral / active EE | $1,394 | $2,919-52.2% | $5,637-75.3% | $4,237-67.1% |
| Admin fee / account holder | $1 | $502-99.9% | $14,673-100.0% | $593-99.9% |