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 9-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 | $42,828 | $60,989-29.8% | $60,874-29.6% | $66,914-36.0% |
| Participation rate | 23.6% | 74.5%-50.9pp | 73.1%-49.5pp | 69.8%-46.2pp |
| Annual return | -11.88% | -9.60%-2.3pp | 16.90%-28.8pp | 1.58%-13.5pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,372 | $3,615-62.0% | $3,817-64.1% | $4,237-67.6% |
| Admin fee / account holder | $38 | $338-88.6% | $3,224-98.8% | $593-93.5% |