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 | $0 | $33,067-100.0% | $76,523-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 68.0%-68.0pp | 69.9%-69.9pp |
| Annual return | -3.44% | 2.72%-6.2pp | -0.27%-3.2pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,326 | $1,200+93.8% | $2,647-12.1% | $2,111+10.2% |
| Participant deferral / active EE | $1,770 | $2,240-21.0% | $3,835-53.9% | $3,350-47.2% |
| Admin fee / account holder | $0 | $537-100.0% | $4,848-100.0% | $521-100.0% |