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 | $36,132 | $71,192-49.2% | $117,854-69.3% | $62,292-42.0% |
| Participation rate | 56.0% | 74.2%-18.2pp | 79.7%-23.7pp | 69.5%-13.5pp |
| Annual return | 23.26% | 18.66%+4.6pp | 335.08%-311.8pp | 28.90%-5.6pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,315 | $3,189-27.4% | $4,482-48.4% | $3,169-27.0% |
| Admin fee / account holder | $2 | $587-99.6% | $8,020-100.0% | $479-99.5% |