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 | $19,144 | $37,393-48.8% | $77,024-75.1% | $66,914-71.4% |
| Participation rate | 22.8% | 52.9%-30.1pp | 67.9%-45.1pp | 69.8%-47.0pp |
| Annual return | -17.72% | -3.29%-14.4pp | 42.32%-60.0pp | 1.58%-19.3pp |
| Employer contribution / active EE | $305 | $1,531-80.1% | $2,812-89.1% | $2,544-88.0% |
| Participant deferral / active EE | $924 | $2,617-64.7% | $4,426-79.1% | $4,237-78.2% |
| Admin fee / account holder | $142 | $567-75.0% | $5,425-97.4% | $593-76.1% |