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 8-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 | $16,795 | $52,953-68.3% | $172,739-90.3% | $65,185-74.2% |
| Participation rate | 60.3% | 66.2%-5.9pp | 82.6%-22.3pp | 70.2%-9.9pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $736 | $2,190-66.4% | $5,143-85.7% | $2,177-66.2% |
| Participant deferral / active EE | $2,142 | $2,471-13.3% | $5,198-58.8% | $3,514-39.0% |
| Admin fee / account holder | $62 | $472-86.8% | $13,954-99.6% | $847-92.6% |