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 | $36,535 | $96,018-61.9% | $65,493-44.2% | $85,563-57.3% |
| Participation rate | 50.4% | 74.8%-24.5pp | 73.1%-22.7pp | 66.0%-15.6pp |
| Annual return | 12.00% | 14.51%-2.5pp | 982.45%-970.4pp | 31.51%-19.5pp |
| Employer contribution / active EE | $1,159 | $3,235-64.2% | $2,574-55.0% | $2,654-56.3% |
| Participant deferral / active EE | $2,173 | $4,055-46.4% | $3,961-45.1% | $4,375-50.3% |
| Admin fee / account holder | $91 | $271-66.4% | $5,028-98.2% | $834-89.1% |