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 | $20,771 | $52,953-60.8% | $172,739-88.0% | $65,185-68.1% |
| Participation rate | 52.5% | 66.2%-13.7pp | 82.6%-30.1pp | 70.2%-17.7pp |
| Annual return | 18.56% | 30.12%-11.6pp | 802.84%-784.3pp | 29.38%-10.8pp |
| Employer contribution / active EE | $347 | $2,190-84.1% | $5,143-93.2% | $2,177-84.0% |
| Participant deferral / active EE | $836 | $2,471-66.1% | $5,198-83.9% | $3,514-76.2% |
| Admin fee / account holder | $29 | $472-93.9% | $13,954-99.8% | $847-96.6% |