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 | $13,579 | $31,679-57.1% | $74,701-81.8% | $65,185-79.2% |
| Participation rate | 11.7% | 40.4%-28.7pp | 54.5%-42.8pp | 70.2%-58.5pp |
| Annual return | 29.17% | 39.04%-9.9pp | 752.92%-723.8pp | 29.38%-0.2pp |
| Employer contribution / active EE | $131 | $566-76.8% | $1,084-87.9% | $2,177-94.0% |
| Participant deferral / active EE | $436 | $1,191-63.4% | $1,964-77.8% | $3,514-87.6% |
| Admin fee / account holder | $18 | $379-95.2% | $3,333-99.5% | $847-97.9% |