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 | $24,061 | $63,442-62.1% | $68,791-65.0% | $66,914-64.0% |
| Participation rate | 41.7% | 60.0%-18.3pp | 69.0%-27.4pp | 69.8%-28.1pp |
| Annual return | -16.01% | -8.29%-7.7pp | -6.38%-9.6pp | 1.58%-17.6pp |
| Employer contribution / active EE | $548 | $1,775-69.1% | $2,655-79.4% | $2,544-78.5% |
| Participant deferral / active EE | $1,514 | $2,945-48.6% | $3,941-61.6% | $4,237-64.3% |
| Admin fee / account holder | $21 | $577-96.3% | $4,932-99.6% | $593-96.4% |