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 | $40,113 | $42,810-6.3% | $169,463-76.3% | $55,725-28.0% |
| Participation rate | 66.8% | 64.7%+2.0pp | 77.8%-11.0pp | 70.9%-4.1pp |
| Annual return | -4.95% | -3.61%-1.3pp | 1.83%-6.8pp | 244.93%-249.9pp |
| Employer contribution / active EE | $948 | $1,402-32.4% | $4,159-77.2% | $2,078-54.4% |
| Participant deferral / active EE | $2,035 | $3,141-35.2% | $5,277-61.4% | $3,356-39.4% |
| Admin fee / account holder | $11 | $106-89.6% | $9,109-99.9% | $115-90.3% |