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 | $39,366 | $60,989-35.5% | $60,874-35.3% | $66,914-41.2% |
| Participation rate | 69.6% | 74.5%-4.9pp | 73.1%-3.5pp | 69.8%-0.2pp |
| Annual return | -4.07% | -9.60%+5.5pp | 16.90%-21.0pp | 1.58%-5.6pp |
| Employer contribution / active EE | $2,787 | $2,661+4.8% | $2,701+3.2% | $2,544+9.5% |
| Participant deferral / active EE | $3,239 | $3,615-10.4% | $3,817-15.1% | $4,237-23.5% |
| Admin fee / account holder | $10 | $338-97.0% | $3,224-99.7% | $593-98.3% |