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 | $20,928 | $46,292-54.8% | $143,757-85.4% | $64,808-67.7% |
| Participation rate | 64.2% | 64.2%0pp | 80.3%-16.1pp | 71.5%-7.3pp |
| Annual return | -16.78% | -10.05%-6.7pp | -0.04%-16.7pp | 32.82%-49.6pp |
| Employer contribution / active EE | $840 | $1,910-56.0% | $4,951-83.0% | $2,506-66.5% |
| Participant deferral / active EE | $3,023 | $2,646+14.3% | $5,637-46.4% | $4,310-29.9% |
| Admin fee / account holder | $23 | $154-85.2% | $14,673-99.8% | $188-87.9% |