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 | $15,300 | $28,109-45.6% | $71,086-78.5% | $56,287-72.8% |
| Participation rate | 31.7% | 40.4%-8.7pp | 54.7%-22.9pp | 69.9%-38.1pp |
| Annual return | -4.72% | -615.05%+610.3pp | 650.59%-655.3pp | -9.96%+5.2pp |
| Employer contribution / active EE | $395 | $558-29.2% | $1,088-63.7% | $2,111-81.3% |
| Participant deferral / active EE | $713 | $1,116-36.1% | $1,874-62.0% | $3,350-78.7% |
| Admin fee / account holder | $30 | $585-94.9% | $3,082-99.0% | $521-94.2% |