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 | $38,041 | $48,576-21.7% | $169,463-77.6% | $56,287-32.4% |
| Participation rate | 55.9% | 65.8%-9.9pp | 77.8%-21.9pp | 69.9%-14.0pp |
| Annual return | -4.41% | -2.51%-1.9pp | 1.83%-6.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,279 | $1,559-18.0% | $4,159-69.3% | $2,111-39.4% |
| Participant deferral / active EE | $2,138 | $3,275-34.7% | $5,277-59.5% | $3,350-36.2% |
| Admin fee / account holder | $19 | $435-95.6% | $9,109-99.8% | $521-96.3% |