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 | $33,021 | $30,086+9.8% | $61,373-46.2% | $64,808-49.0% |
| Participation rate | 18.8% | 36.4%-17.6pp | 52.6%-33.8pp | 71.5%-52.7pp |
| Annual return | -16.79% | -13.99%-2.8pp | 338.61%-355.4pp | 32.82%-49.6pp |
| Employer contribution / active EE | $524 | $536-2.4% | $1,159-54.8% | $2,506-79.1% |
| Participant deferral / active EE | $968 | $1,126-14.0% | $2,125-54.4% | $4,310-77.5% |
| Admin fee / account holder | $5 | $148-96.4% | $2,130-99.8% | $188-97.2% |