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 7-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 | $79,013-100.0% | $100,391-100.0% | $74,495-100.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | 81.5%-81.5pp | 67.2%-67.2pp |
| Annual return | 20.66% | 20.41%+0.2pp | 49.20%-28.5pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $1,520 | $3,021-49.7% | $3,942-61.4% | $2,623-42.1% |
| Participant deferral / active EE | $4,053 | $7,760-47.8% | $8,082-49.8% | $4,346-6.7% |
| Admin fee / account holder | $0 | $1,320-100.0% | $7,899-100.0% | $1,942-100.0% |