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 5-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 | $58,006 | $99,016-41.4% | $93,789-38.2% | $66,914-13.3% |
| Participation rate | 64.4% | 82.1%-17.8pp | 81.0%-16.6pp | 69.8%-5.4pp |
| Annual return | -2.26% | -14.59%+12.3pp | -11.33%+9.1pp | 1.58%-3.8pp |
| Employer contribution / active EE | $2,043 | $4,769-57.2% | $4,323-52.7% | $2,544-19.7% |
| Participant deferral / active EE | $3,865 | $6,689-42.2% | $6,094-36.6% | $4,237-8.8% |
| Admin fee / account holder | $16 | $477-96.6% | $7,195-99.8% | $593-97.3% |