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 | $45,685 | $65,061-29.8% | $143,757-68.2% | $66,914-31.7% |
| Participation rate | 50.8% | 65.2%-14.4pp | 80.3%-29.5pp | 69.8%-19.0pp |
| Annual return | -13.77% | -11.14%-2.6pp | -0.04%-13.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,319 | $2,361-44.1% | $4,951-73.4% | $2,544-48.2% |
| Participant deferral / active EE | $1,841 | $2,919-36.9% | $5,637-67.3% | $4,237-56.5% |
| Admin fee / account holder | $3 | $502-99.3% | $14,673-100.0% | $593-99.4% |