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 | $35,384 | $58,726-39.7% | $92,233-61.6% | $62,292-43.2% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.5%-14.0pp | 69.5%-7.0pp |
| Annual return | 14.62% | 43.62%-29.0pp | 176.28%-161.7pp | 28.90%-14.3pp |
| Employer contribution / active EE | $769 | $2,392-67.9% | $3,679-79.1% | $2,042-62.4% |
| Participant deferral / active EE | $2,337 | $2,766-15.5% | $3,897-40.0% | $3,169-26.2% |
| Admin fee / account holder | $4 | $556-99.2% | $5,194-99.9% | $479-99.1% |