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 9-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 | $12,771 | $73,867-82.7% | $143,757-91.1% | $68,494-81.4% |
| Participation rate | 22.0% | 66.7%-44.6pp | 80.3%-58.3pp | 67.9%-45.9pp |
| Annual return | -13.59% | 1.01%-14.6pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $735 | $3,184-76.9% | $4,951-85.2% | $2,596-71.7% |
| Participant deferral / active EE | $1,558 | $3,384-54.0% | $5,637-72.4% | $4,027-61.3% |
| Admin fee / account holder | $39 | $5,755-99.3% | $14,673-99.7% | $5,403-99.3% |