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 | $31,684 | $72,607-56.4% | $90,749-65.1% | $66,914-52.7% |
| Participation rate | 59.9% | 73.7%-13.8pp | 75.7%-15.8pp | 69.8%-9.9pp |
| Annual return | -15.52% | -12.28%-3.2pp | -12.16%-3.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $639 | $2,369-73.0% | $2,921-78.1% | $2,544-74.9% |
| Participant deferral / active EE | $3,606 | $3,977-9.3% | $4,564-21.0% | $4,237-14.9% |
| Admin fee / account holder | $8 | $707-98.8% | $8,445-99.9% | $593-98.6% |