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 9-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 | $16,178 | $38,365-57.8% | $84,611-80.9% | $65,185-75.2% |
| Participation rate | 29.0% | 55.7%-26.6pp | 68.2%-39.2pp | 70.2%-41.2pp |
| Annual return | 28.42% | 32.00%-3.6pp | 258.74%-230.3pp | 29.38%-1.0pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,490 | $2,278-34.6% | $3,899-61.8% | $3,514-57.6% |
| Admin fee / account holder | $7 | $451-98.5% | $4,912-99.9% | $847-99.2% |