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 | $45,333 | $42,772+6.0% | $87,507-48.2% | $55,167-17.8% |
| Participation rate | 46.7% | 66.5%-19.8pp | 73.8%-27.2pp | 69.0%-22.3pp |
| Annual return | 50.31% | 21.20%+29.1pp | 12.21%+38.1pp | 169.23%-118.9pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,550-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,820 | $2,342+20.4% | $3,149-10.5% | $3,054-7.7% |
| Admin fee / account holder | $6 | $461-98.7% | $4,221-99.9% | $504-98.8% |