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 | $53,867 | $46,173+16.7% | $170,442-68.4% | $69,631-22.6% |
| Participation rate | 31.7% | 63.9%-32.2pp | 83.6%-51.9pp | 70.7%-38.9pp |
| Annual return | 17.21% | 21.62%-4.4pp | 205.93%-188.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,698 | $2,080+29.7% | $4,939-45.4% | $3,224-16.3% |
| Admin fee / account holder | $13 | $116-89.0% | $13,880-99.9% | $110-88.5% |