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 | $29,251 | $44,960-34.9% | $84,966-65.6% | $74,495-60.7% |
| Participation rate | 39.6% | 49.4%-9.8pp | 67.5%-27.9pp | 67.2%-27.6pp |
| Annual return | 12.96% | 26.24%-13.3pp | 66.38%-53.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,465 | $1,457+0.6% | $2,727-46.3% | $2,623-44.1% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $196 | $2,209-91.1% | $6,149-96.8% | $1,942-89.9% |