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 7-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 | $12,916 | $25,302-49.0% | $74,701-82.7% | $67,579-80.9% |
| Participation rate | 24.6% | 37.8%-13.3pp | 54.5%-29.9pp | 71.3%-46.7pp |
| Annual return | 31.64% | 10291.17%-10259.5pp | 752.92%-721.3pp | 378.56%-346.9pp |
| Employer contribution / active EE | $656 | $446+47.1% | $1,084-39.4% | $2,148-69.4% |
| Participant deferral / active EE | $1,226 | $954+28.5% | $1,964-37.6% | $3,539-65.4% |
| Admin fee / account holder | $136 | $108+26.1% | $3,333-95.9% | $142-4.6% |