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 8-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 | $26,057 | $46,173-43.6% | $170,442-84.7% | $69,631-62.6% |
| Participation rate | 66.8% | 63.9%+2.9pp | 83.6%-16.8pp | 70.7%-3.9pp |
| Annual return | 16.85% | 21.62%-4.8pp | 205.93%-189.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $769 | $1,610-52.2% | $5,433-85.8% | $2,032-62.2% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $10 | $116-91.7% | $13,880-99.9% | $110-91.3% |