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 | $0 | $102,553-100.0% | $151,611-100.0% | $66,914-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.5%-87.5pp | 69.8%-69.8pp |
| Annual return | -13.45% | -10.82%-2.6pp | 3.33%-16.8pp | 1.58%-15.0pp |
| Employer contribution / active EE | $7,126 | $4,180+70.5% | $6,166+15.6% | $2,544+180.1% |
| Participant deferral / active EE | $4,999 | $6,641-24.7% | $8,363-40.2% | $4,237+18.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |