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 | $26,392 | $43,133-38.8% | $89,391-70.5% | $73,488-64.1% |
| Participation rate | 28.6% | 55.0%-26.4pp | 68.0%-39.4pp | 70.7%-42.1pp |
| Annual return | 23.44% | 135.66%-112.2pp | 245.62%-222.2pp | 28.51%-5.1pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,724 | $2,445-29.5% | $3,890-55.7% | $3,740-53.9% |
| Admin fee / account holder | $19 | $444-95.8% | $4,881-99.6% | $513-96.4% |