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 | $137,199 | $93,773+46.3% | $125,339+9.5% | $78,044+75.8% |
| Participation rate | 43.0% | 75.6%-32.5pp | 82.4%-39.3pp | 74.4%-31.4pp |
| Annual return | -15.76% | 277.78%-293.5pp | 572.05%-587.8pp | 10.87%-26.6pp |
| Employer contribution / active EE | $918 | $3,678-75.0% | $4,814-80.9% | $3,125-70.6% |
| Participant deferral / active EE | $2,285 | $6,971-67.2% | $7,446-69.3% | $5,084-55.1% |
| Admin fee / account holder | $0 | $67-100.0% | $10,010-100.0% | $79-100.0% |