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 | $39,327 | $23,385+68.2% | $69,182-43.2% | $57,658-31.8% |
| Participation rate | 21.7% | 37.9%-16.3pp | 55.1%-33.5pp | 70.2%-48.6pp |
| Annual return | 6.34% | -659.34%+665.7pp | -21.93%+28.3pp | 5.13%+1.2pp |
| Employer contribution / active EE | $407 | $422-3.7% | $1,206-66.3% | $1,974-79.4% |
| Participant deferral / active EE | $694 | $843-17.6% | $1,897-63.4% | $3,061-77.3% |
| Admin fee / account holder | $8 | $82-89.8% | $2,697-99.7% | $95-91.2% |