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 5-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 | $53,634 | $49,451+8.5% | $79,550-32.6% | $66,914-19.8% |
| Participation rate | 52.8% | 61.3%-8.6pp | 69.5%-16.7pp | 69.8%-17.0pp |
| Annual return | -3.67% | 84.25%-87.9pp | 0.16%-3.8pp | 1.58%-5.3pp |
| Employer contribution / active EE | $565 | $1,266-55.4% | $2,413-76.6% | $2,544-77.8% |
| Participant deferral / active EE | $3,762 | $3,159+19.1% | $3,985-5.6% | $4,237-11.2% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |