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 | $14,956 | $44,473-66.4% | $76,523-80.5% | $55,725-73.2% |
| Participation rate | 52.7% | 51.0%+1.7pp | 68.0%-15.3pp | 70.9%-18.1pp |
| Annual return | -6.74% | -2.01%-4.7pp | -0.27%-6.5pp | 244.93%-251.7pp |
| Employer contribution / active EE | $479 | $1,101-56.5% | $2,647-81.9% | $2,078-76.9% |
| Participant deferral / active EE | $1,505 | $1,988-24.3% | $3,835-60.8% | $3,356-55.1% |
| Admin fee / account holder | $1 | $134-99.2% | $4,848-100.0% | $115-99.1% |