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 4-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 | $16,718 | $39,798-58.0% | $67,711-75.3% | $59,632-72.0% |
| Participation rate | 53.5% | 57.4%-3.9pp | 67.5%-14.0pp | 68.7%-15.2pp |
| Annual return | 2.25% | 89.94%-87.7pp | 25.41%-23.2pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $1,455 | $1,393+4.4% | $2,559-43.2% | $2,203-34.0% |
| Participant deferral / active EE | $2,144 | $2,335-8.2% | $3,585-40.2% | $3,192-32.8% |
| Admin fee / account holder | $28 | $3,212-99.1% | $4,255-99.3% | $4,297-99.3% |