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 | $47,433 | $60,396-21.5% | $111,392-57.4% | $56,287-15.7% |
| Participation rate | 58.3% | 72.4%-14.2pp | 78.9%-20.6pp | 69.9%-11.6pp |
| Annual return | -4.04% | 20.26%-24.3pp | -2.06%-2.0pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,231 | $3,459-64.4% | $4,328-71.6% | $2,111-41.7% |
| Participant deferral / active EE | $2,270 | $4,421-48.7% | $5,567-59.2% | $3,350-32.2% |
| Admin fee / account holder | $13 | $610-97.9% | $12,266-99.9% | $521-97.5% |