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 | $28,476 | $46,732-39.1% | $156,549-81.8% | $55,167-48.4% |
| Participation rate | 61.4% | 65.8%-4.4pp | 84.0%-22.6pp | 69.0%-7.6pp |
| Annual return | 5.64% | 17.72%-12.1pp | 32.23%-26.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $534 | $2,105-74.6% | $5,501-90.3% | $1,963-72.8% |
| Participant deferral / active EE | $1,779 | $2,204-19.3% | $4,871-63.5% | $3,054-41.7% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |