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 8-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 | $18,216 | $54,350-66.5% | $82,719-78.0% | $68,494-73.4% |
| Participation rate | 20.7% | 63.9%-43.3pp | 72.6%-51.9pp | 67.9%-47.2pp |
| Annual return | -16.31% | -13.67%-2.6pp | 701.18%-717.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $421 | $2,218-81.0% | $3,009-86.0% | $2,596-83.8% |
| Participant deferral / active EE | $943 | $3,246-71.0% | $4,395-78.5% | $4,027-76.6% |
| Admin fee / account holder | $276 | $4,395-93.7% | $5,329-94.8% | $5,403-94.9% |