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 7-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 | $0 | $55,214-100.0% | $104,607-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 67.8%-67.8pp | 74.1%-74.1pp | 70.7%-70.7pp |
| Annual return | 0.00% | 24.79%-24.8pp | 340.46%-340.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,468-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,925-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $424-100.0% | $6,473-100.0% | $513-100.0% |