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 | $37,143 | $59,805-37.9% | $79,550-53.3% | $68,494-45.8% |
| Participation rate | 64.6% | 61.1%+3.5pp | 69.5%-4.9pp | 67.9%-3.3pp |
| Annual return | -14.37% | -12.30%-2.1pp | 0.16%-14.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,985 | $1,505+98.3% | $2,413+23.7% | $2,596+15.0% |
| Participant deferral / active EE | $2,335 | $3,024-22.8% | $3,985-41.4% | $4,027-42.0% |
| Admin fee / account holder | $297 | $4,835-93.9% | $6,832-95.7% | $5,403-94.5% |