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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,001 | $47,977-18.7% | $154,107-74.7% | $56,287-30.7% |
| Participation rate | 47.6% | 66.2%-18.6pp | 83.0%-35.4pp | 69.9%-22.3pp |
| Annual return | -0.84% | 3.54%-4.4pp | 735.12%-736.0pp | -9.96%+9.1pp |
| Employer contribution / active EE | $584 | $2,169-73.1% | $5,298-89.0% | $2,111-72.3% |
| Participant deferral / active EE | $1,419 | $2,392-40.7% | $5,081-72.1% | $3,350-57.6% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |