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 | $130,194-100.0% | $169,993-100.0% | $71,457-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.0%-87.0pp | 67.9%-67.9pp |
| Annual return | 15.93% | 20.37%-4.4pp | 53.37%-37.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $7,362 | $4,381+68.0% | $6,785+8.5% | $2,588+184.5% |
| Participant deferral / active EE | $5,097 | $6,923-26.4% | $10,408-51.0% | $4,289+18.8% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |