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 | $31,794 | $44,425-28.4% | $67,834-53.1% | $55,167-42.4% |
| Participation rate | 57.3% | 59.7%-2.4pp | 68.8%-11.5pp | 69.0%-11.7pp |
| Annual return | 10.71% | 17.80%-7.1pp | 138.47%-127.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $779 | $2,166-64.0% | $3,160-75.3% | $3,054-74.5% |
| Admin fee / account holder | $12 | $530-97.8% | $4,622-99.7% | $504-97.7% |