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 | $38,011 | $23,224+63.7% | $71,086-46.5% | $55,725-31.8% |
| Participation rate | 49.1% | 37.9%+11.2pp | 54.7%-5.5pp | 70.9%-21.7pp |
| Annual return | -4.10% | -2.87%-1.2pp | 650.59%-654.7pp | 244.93%-249.0pp |
| Employer contribution / active EE | $972 | $436+122.8% | $1,088-10.6% | $2,078-53.2% |
| Participant deferral / active EE | $1,887 | $929+103.1% | $1,874+0.7% | $3,356-43.8% |
| Admin fee / account holder | $199 | $118+68.5% | $3,082-93.6% | $115+72.6% |