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 | $15,722 | $26,549-40.8% | $61,373-74.4% | $66,914-76.5% |
| Participation rate | 13.2% | 38.1%-24.9pp | 52.6%-39.3pp | 69.8%-56.6pp |
| Annual return | -12.99% | -16.21%+3.2pp | 338.61%-351.6pp | 1.58%-14.6pp |
| Employer contribution / active EE | $422 | $651-35.2% | $1,159-63.6% | $2,544-83.4% |
| Participant deferral / active EE | $553 | $1,338-58.7% | $2,125-74.0% | $4,237-86.9% |
| Admin fee / account holder | $133 | $409-67.5% | $2,130-93.8% | $593-77.6% |