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 | $48,003 | $60,989-21.3% | $60,874-21.1% | $66,914-28.3% |
| Participation rate | 64.6% | 74.5%-9.9pp | 73.1%-8.5pp | 69.8%-5.2pp |
| Annual return | -6.36% | -9.60%+3.2pp | 16.90%-23.3pp | 1.58%-7.9pp |
| Employer contribution / active EE | $1,396 | $2,661-47.5% | $2,701-48.3% | $2,544-45.1% |
| Participant deferral / active EE | $1,739 | $3,615-51.9% | $3,817-54.4% | $4,237-58.9% |
| Admin fee / account holder | $119 | $338-64.7% | $3,224-96.3% | $593-79.9% |