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 7-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 | $20,554 | $65,061-68.4% | $143,757-85.7% | $66,914-69.3% |
| Participation rate | 13.3% | 65.2%-51.8pp | 80.3%-67.0pp | 69.8%-56.5pp |
| Annual return | -17.03% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,109 | $2,919-62.0% | $5,637-80.3% | $4,237-73.8% |
| Admin fee / account holder | $114 | $502-77.3% | $14,673-99.2% | $593-80.8% |