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 | $42,244 | $52,953-20.2% | $172,739-75.5% | $65,185-35.2% |
| Participation rate | 45.6% | 66.2%-20.6pp | 82.6%-37.0pp | 70.2%-24.6pp |
| Annual return | 17.52% | 30.12%-12.6pp | 802.84%-785.3pp | 29.38%-11.9pp |
| Employer contribution / active EE | $626 | $2,190-71.4% | $5,143-87.8% | $2,177-71.2% |
| Participant deferral / active EE | $1,571 | $2,471-36.4% | $5,198-69.8% | $3,514-55.3% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |