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 | $35,185 | $47,977-26.7% | $154,107-77.2% | $56,287-37.5% |
| Participation rate | 64.0% | 66.2%-2.2pp | 83.0%-19.1pp | 69.9%-5.9pp |
| Annual return | -5.23% | 3.54%-8.8pp | 735.12%-740.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,427 | $2,169-34.2% | $5,298-73.1% | $2,111-32.4% |
| Participant deferral / active EE | $2,549 | $2,392+6.6% | $5,081-49.8% | $3,350-23.9% |
| Admin fee / account holder | $11 | $438-97.6% | $13,411-99.9% | $521-98.0% |