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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,418 | $62,292-23.9% | - | $62,292-23.9% |
| Participation rate | 55.1% | 69.5%-14.4pp | - | 69.5%-14.4pp |
| Annual return | 18.46% | 28.90%-10.4pp | - | 28.90%-10.4pp |
| Employer contribution / active EE | $617 | $2,042-69.8% | - | $2,042-69.8% |
| Participant deferral / active EE | $2,462 | $3,169-22.3% | - | $3,169-22.3% |
| Admin fee / account holder | $30 | $479-93.8% | - | $479-93.8% |