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 | $34,828 | $25,723+35.4% | $69,182-49.7% | $55,167-36.9% |
| Participation rate | 42.2% | 39.4%+2.7pp | 55.1%-12.9pp | 69.0%-26.8pp |
| Annual return | 8.08% | 9.56%-1.5pp | -21.93%+30.0pp | 169.23%-161.1pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $943 | $963-2.1% | $1,897-50.3% | $3,054-69.1% |
| Admin fee / account holder | $0 | $365-100.0% | $2,697-100.0% | $504-100.0% |