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 | $20,831 | $31,679-34.2% | $74,701-72.1% | $65,185-68.0% |
| Participation rate | 22.2% | 40.4%-18.1pp | 54.5%-32.2pp | 70.2%-48.0pp |
| Annual return | 26.89% | 39.04%-12.2pp | 752.92%-726.0pp | 29.38%-2.5pp |
| Employer contribution / active EE | $406 | $566-28.3% | $1,084-62.5% | $2,177-81.4% |
| Participant deferral / active EE | $851 | $1,191-28.6% | $1,964-56.7% | $3,514-75.8% |
| Admin fee / account holder | $10 | $379-97.3% | $3,333-99.7% | $847-98.8% |