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 | $0 | $54,573-100.0% | $90,951-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 61.2%-61.2pp | 69.0%-69.0pp | 70.7%-70.7pp |
| Annual return | 17.86% | 16.69%+1.2pp | 134.60%-116.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $15,990 | $991+1512.8% | $2,122+653.6% | $2,270+604.4% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |