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 | $42,131 | $60,989-30.9% | $60,874-30.8% | $66,914-37.0% |
| Participation rate | 51.1% | 74.5%-23.3pp | 73.1%-22.0pp | 69.8%-18.7pp |
| Annual return | -9.62% | -9.60%0pp | 16.90%-26.5pp | 1.58%-11.2pp |
| Employer contribution / active EE | $1,085 | $2,661-59.2% | $2,701-59.8% | $2,544-57.4% |
| Participant deferral / active EE | $2,333 | $3,615-35.4% | $3,817-38.9% | $4,237-44.9% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |