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 | $18,961 | $47,977-60.5% | $154,107-87.7% | $56,287-66.3% |
| Participation rate | 46.7% | 66.2%-19.5pp | 83.0%-36.3pp | 69.9%-23.1pp |
| Annual return | 6.24% | 3.54%+2.7pp | 735.12%-728.9pp | -9.96%+16.2pp |
| Employer contribution / active EE | $305 | $2,169-85.9% | $5,298-94.2% | $2,111-85.5% |
| Participant deferral / active EE | $1,034 | $2,392-56.8% | $5,081-79.6% | $3,350-69.1% |
| Admin fee / account holder | $42 | $438-90.5% | $13,411-99.7% | $521-92.0% |