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 | $52,874 | $37,196+42.1% | $154,107-65.7% | $55,725-5.1% |
| Participation rate | 69.3% | 64.1%+5.2pp | 83.0%-13.7pp | 70.9%-1.5pp |
| Annual return | -4.74% | 1319.68%-1324.4pp | 735.12%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $590 | $1,614-63.4% | $5,298-88.9% | $2,078-71.6% |
| Participant deferral / active EE | $2,520 | $2,068+21.9% | $5,081-50.4% | $3,356-24.9% |
| Admin fee / account holder | $18 | $102-81.8% | $13,411-99.9% | $115-84.0% |