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 | $32,694 | $47,977-31.9% | $154,107-78.8% | $56,287-41.9% |
| Participation rate | 37.4% | 66.2%-28.8pp | 83.0%-45.6pp | 69.9%-32.4pp |
| Annual return | -5.69% | 3.54%-9.2pp | 735.12%-740.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $501 | $2,169-76.9% | $5,298-90.5% | $2,111-76.2% |
| Participant deferral / active EE | $1,066 | $2,392-55.5% | $5,081-79.0% | $3,350-68.2% |
| Admin fee / account holder | $27 | $438-93.8% | $13,411-99.8% | $521-94.8% |