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 | $9,621 | $25,723-62.6% | $69,182-86.1% | $55,167-82.6% |
| Participation rate | 33.3% | 39.4%-6.1pp | 55.1%-21.8pp | 69.0%-35.7pp |
| Annual return | 7.00% | 9.56%-2.6pp | -21.93%+28.9pp | 169.23%-162.2pp |
| Employer contribution / active EE | $250 | $480-48.1% | $1,206-79.3% | $1,963-87.3% |
| Participant deferral / active EE | $354 | $963-63.3% | $1,897-81.3% | $3,054-88.4% |
| Admin fee / account holder | $1 | $365-99.6% | $2,697-100.0% | $504-99.7% |