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 5-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 | $42,782 | $39,898+7.2% | $121,196-64.7% | $55,725-23.2% |
| Participation rate | 38.5% | 61.2%-22.8pp | 71.7%-33.3pp | 70.9%-32.4pp |
| Annual return | 8.75% | -0.96%+9.7pp | 16.93%-8.2pp | 244.93%-236.2pp |
| Employer contribution / active EE | $0 | $1,295-100.0% | $4,022-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,221 | $2,439-8.9% | $3,344-33.6% | $3,356-33.8% |
| Admin fee / account holder | $16 | $95-82.7% | $5,019-99.7% | $115-85.7% |