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 | $51,512 | $61,058-15.6% | $71,209-27.7% | $85,563-39.8% |
| Participation rate | 35.6% | 58.6%-23.0pp | 73.8%-38.2pp | 66.0%-30.4pp |
| Annual return | 12.47% | 100.41%-87.9pp | 282.51%-270.0pp | 31.51%-19.0pp |
| Employer contribution / active EE | $566 | $2,199-74.2% | $2,721-79.2% | $2,654-78.7% |
| Participant deferral / active EE | $1,623 | $3,173-48.8% | $4,175-61.1% | $4,375-62.9% |
| Admin fee / account holder | $61 | $855-92.8% | $5,349-98.9% | $834-92.7% |