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 | $48,817 | $77,660-37.1% | $109,143-55.3% | $79,386-38.5% |
| Participation rate | 65.6% | 67.8%-2.2pp | 75.9%-10.3pp | 70.7%-5.1pp |
| Annual return | 15.32% | 23.44%-8.1pp | 25.75%-10.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,043 | $3,518-41.9% | $4,653-56.1% | $4,046-49.5% |
| Admin fee / account holder | $9 | $732-98.8% | $6,752-99.9% | $626-98.6% |