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 | $28,845 | $47,977-39.9% | $154,107-81.3% | $56,287-48.8% |
| Participation rate | 67.3% | 66.2%+1.1pp | 83.0%-15.8pp | 69.9%-2.6pp |
| Annual return | -5.69% | 3.54%-9.2pp | 735.12%-740.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,497 | $2,169-31.0% | $5,298-71.8% | $2,111-29.1% |
| Participant deferral / active EE | $1,369 | $2,392-42.8% | $5,081-73.1% | $3,350-59.1% |
| Admin fee / account holder | $58 | $438-86.7% | $13,411-99.6% | $521-88.8% |