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 | $46,199 | $44,873+3.0% | $79,464-41.9% | $56,287-17.9% |
| Participation rate | 54.8% | 68.7%-13.9pp | 73.3%-18.5pp | 69.9%-15.0pp |
| Annual return | -5.77% | 0.81%-6.6pp | 718.14%-723.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $758 | $2,140-64.6% | $2,800-72.9% | $2,111-64.1% |
| Participant deferral / active EE | $1,825 | $2,746-33.5% | $3,704-50.7% | $3,350-45.5% |
| Admin fee / account holder | $4 | $418-99.1% | $5,113-99.9% | $521-99.3% |