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 9-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 | $37,860 | $60,545-37.5% | $92,233-59.0% | $69,631-45.6% |
| Participation rate | 52.5% | 72.2%-19.7pp | 76.5%-24.0pp | 70.7%-18.2pp |
| Annual return | 19.11% | 19.71%-0.6pp | 176.28%-157.2pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $5,349 | $2,633+103.1% | $3,679+45.4% | $2,032+163.2% |
| Participant deferral / active EE | $1,263 | $2,828-55.3% | $3,897-67.6% | $3,224-60.8% |
| Admin fee / account holder | $103 | $145-29.1% | $5,194-98.0% | $110-7.1% |