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 4-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 | $33,501 | $55,453-39.6% | $170,442-80.3% | $62,292-46.2% |
| Participation rate | 57.1% | 66.4%-9.3pp | 83.6%-26.5pp | 69.5%-12.5pp |
| Annual return | 17.46% | 21.38%-3.9pp | 205.93%-188.5pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,663 | $2,164-23.2% | $5,433-69.4% | $2,042-18.6% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $37 | $455-91.8% | $13,880-99.7% | $479-92.2% |