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 | $32,591 | $80,753-59.6% | $136,294-76.1% | $62,292-47.7% |
| Participation rate | 20.0% | 73.5%-53.5pp | 81.9%-61.9pp | 69.5%-49.5pp |
| Annual return | 21.46% | 35.83%-14.4pp | 5155.94%-5134.5pp | 28.90%-7.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,525 | $5,164-31.7% | $6,247-43.6% | $3,169+11.2% |
| Admin fee / account holder | $7 | $525-98.7% | $9,243-99.9% | $479-98.5% |