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 | $27,091 | $50,815-46.7% | $155,509-82.6% | $77,643-65.1% |
| Participation rate | 56.8% | 63.1%-6.3pp | 78.2%-21.4pp | 70.6%-13.8pp |
| Annual return | 13.02% | 34.80%-21.8pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $768 | $1,993-61.5% | $4,672-83.6% | $2,726-71.8% |
| Participant deferral / active EE | $2,243 | $2,822-20.5% | $5,626-60.1% | $4,647-51.7% |
| Admin fee / account holder | $23 | $437-94.7% | $15,912-99.9% | $430-94.7% |