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 | $19,332 | $40,522-52.3% | $84,611-77.2% | $67,579-71.4% |
| Participation rate | 55.3% | 51.1%+4.2pp | 68.2%-12.9pp | 71.3%-15.9pp |
| Annual return | 21.24% | 32.72%-11.5pp | 258.74%-237.5pp | 378.56%-357.3pp |
| Employer contribution / active EE | $442 | $1,146-61.4% | $2,652-83.3% | $2,148-79.4% |
| Participant deferral / active EE | $1,556 | $2,132-27.0% | $3,899-60.1% | $3,539-56.0% |
| Admin fee / account holder | $1 | $145-99.5% | $4,912-100.0% | $142-99.5% |