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 | $31,806 | $46,219-31.2% | $89,391-64.4% | $90,288-64.8% |
| Participation rate | 18.8% | 44.9%-26.1pp | 68.0%-49.2pp | 73.4%-54.5pp |
| Annual return | 15.37% | 25.71%-10.3pp | 245.62%-230.2pp | 53.97%-38.6pp |
| Employer contribution / active EE | $479 | $953-49.7% | $2,586-81.5% | $2,524-81.0% |
| Participant deferral / active EE | $267 | $2,136-87.5% | $3,890-93.1% | $4,232-93.7% |
| Admin fee / account holder | $0 | $147-100.0% | $4,881-100.0% | $114-100.0% |