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 | $23,334 | $39,948-41.6% | $89,391-73.9% | $73,409-68.2% |
| Participation rate | 56.1% | 50.4%+5.6pp | 68.0%-11.9pp | 72.2%-16.1pp |
| Annual return | 15.41% | 50.12%-34.7pp | 245.62%-230.2pp | 59.29%-43.9pp |
| Employer contribution / active EE | $399 | $1,200-66.8% | $2,586-84.6% | $2,234-82.1% |
| Participant deferral / active EE | $1,743 | $2,193-20.5% | $3,890-55.2% | $3,805-54.2% |
| Admin fee / account holder | $1 | $134-98.9% | $4,881-100.0% | $158-99.1% |