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 | $13,077 | $36,916-64.6% | $156,549-91.6% | $57,658-77.3% |
| Participation rate | 17.4% | 63.4%-46.0pp | 84.0%-66.6pp | 70.2%-52.8pp |
| Annual return | 86.93% | 12.38%+74.5pp | 32.23%+54.7pp | 5.13%+81.8pp |
| Employer contribution / active EE | $221 | $1,571-85.9% | $5,501-96.0% | $1,974-88.8% |
| Participant deferral / active EE | $1,040 | $1,926-46.0% | $4,871-78.6% | $3,061-66.0% |
| Admin fee / account holder | $43 | $82-48.2% | $13,027-99.7% | $95-54.8% |