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 | $21,796 | $50,637-57.0% | $86,590-74.8% | $62,292-65.0% |
| Participation rate | 40.7% | 67.9%-27.2pp | 73.5%-32.9pp | 69.5%-28.8pp |
| Annual return | 22.29% | 20.80%+1.5pp | 964.84%-942.6pp | 28.90%-6.6pp |
| Employer contribution / active EE | $478 | $2,075-77.0% | $2,839-83.2% | $2,042-76.6% |
| Participant deferral / active EE | $2,480 | $2,611-5.0% | $3,609-31.3% | $3,169-21.7% |
| Admin fee / account holder | $16 | $413-96.1% | $4,906-99.7% | $479-96.7% |