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 | $15,483 | $62,928-75.4% | $172,739-91.0% | $67,579-77.1% |
| Participation rate | 63.8% | 64.5%-0.7pp | 82.6%-18.8pp | 71.3%-7.5pp |
| Annual return | 22.31% | 30.36%-8.0pp | 802.84%-780.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $776 | $1,636-52.6% | $5,143-84.9% | $2,148-63.9% |
| Participant deferral / active EE | $2,191 | $2,145+2.1% | $5,198-57.9% | $3,539-38.1% |
| Admin fee / account holder | $15 | $167-90.8% | $13,954-99.9% | $142-89.3% |