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 | $21,342 | $37,196-42.6% | $154,107-86.2% | $55,725-61.7% |
| Participation rate | 29.6% | 64.1%-34.5pp | 83.0%-53.5pp | 70.9%-41.3pp |
| Annual return | 10.71% | 1319.68%-1309.0pp | 735.12%-724.4pp | 244.93%-234.2pp |
| Employer contribution / active EE | $575 | $1,614-64.4% | $5,298-89.2% | $2,078-72.3% |
| Participant deferral / active EE | $649 | $2,068-68.6% | $5,081-87.2% | $3,356-80.6% |
| Admin fee / account holder | $18 | $102-82.4% | $13,411-99.9% | $115-84.5% |