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 | $24,959 | $25,723-3.0% | $69,182-63.9% | $55,167-54.8% |
| Participation rate | 52.3% | 39.4%+12.8pp | 55.1%-2.9pp | 69.0%-16.7pp |
| Annual return | 7.89% | 9.56%-1.7pp | -21.93%+29.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $848 | $480+76.5% | $1,206-29.7% | $1,963-56.8% |
| Participant deferral / active EE | $1,686 | $963+75.0% | $1,897-11.1% | $3,054-44.8% |
| Admin fee / account holder | $32 | $365-91.3% | $2,697-98.8% | $504-93.7% |