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 | $38,058 | $62,928-39.5% | $172,739-78.0% | $67,579-43.7% |
| Participation rate | 38.8% | 64.5%-25.7pp | 82.6%-43.9pp | 71.3%-32.5pp |
| Annual return | 25.05% | 30.36%-5.3pp | 802.84%-777.8pp | 378.56%-353.5pp |
| Employer contribution / active EE | $756 | $1,636-53.8% | $5,143-85.3% | $2,148-64.8% |
| Participant deferral / active EE | $1,235 | $2,145-42.4% | $5,198-76.2% | $3,539-65.1% |
| Admin fee / account holder | $13 | $167-92.1% | $13,954-99.9% | $142-90.7% |