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 7-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 | $21,917 | $77,813-71.8% | $123,544-82.3% | $64,186-65.9% |
| Participation rate | 38.9% | 74.7%-35.8pp | 82.3%-43.4pp | 69.6%-30.7pp |
| Annual return | -7.32% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,296 | $3,014-57.0% | $4,628-72.0% | $2,381-45.6% |
| Participant deferral / active EE | $3,305 | $5,240-36.9% | $6,426-48.6% | $3,470-4.8% |
| Admin fee / account holder | $16 | $5,519-99.7% | $9,284-99.8% | $4,888-99.7% |