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 | $20,105 | $31,679-36.5% | $74,701-73.1% | $65,185-69.2% |
| Participation rate | 32.8% | 40.4%-7.5pp | 54.5%-21.6pp | 70.2%-37.4pp |
| Annual return | 20.20% | 39.04%-18.8pp | 752.92%-732.7pp | 29.38%-9.2pp |
| Employer contribution / active EE | $270 | $566-52.3% | $1,084-75.1% | $2,177-87.6% |
| Participant deferral / active EE | $752 | $1,191-36.9% | $1,964-61.7% | $3,514-78.6% |
| Admin fee / account holder | $46 | $379-87.8% | $3,333-98.6% | $847-94.6% |