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 | $24,466 | $75,183-67.5% | $123,892-80.3% | $55,167-55.7% |
| Participation rate | 24.8% | 72.8%-48.0pp | 81.4%-56.6pp | 69.0%-44.2pp |
| Annual return | 10.75% | 19.01%-8.3pp | 47.52%-36.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,374 | $5,084-53.3% | $5,984-60.3% | $3,054-22.3% |
| Admin fee / account holder | $6 | $663-99.1% | $8,357-99.9% | $504-98.8% |