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 | $24,695 | $41,617-40.7% | $84,611-70.8% | $77,787-68.3% |
| Participation rate | 12.1% | 45.0%-32.9pp | 68.2%-56.1pp | 73.2%-61.1pp |
| Annual return | 19.61% | 24.97%-5.4pp | 258.74%-239.1pp | 32.57%-13.0pp |
| Employer contribution / active EE | $692 | $1,061-34.8% | $2,652-73.9% | $2,504-72.4% |
| Participant deferral / active EE | $297 | $2,129-86.0% | $3,899-92.4% | $3,967-92.5% |
| Admin fee / account holder | $0 | $121-100.0% | $4,912-100.0% | $100-100.0% |