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 | $15,944 | $22,714-29.8% | $59,496-73.2% | $55,191-71.1% |
| Participation rate | 33.4% | 37.5%-4.1pp | 54.6%-21.2pp | 69.2%-35.8pp |
| Annual return | -1.92% | -44.01%+42.1pp | 182.05%-184.0pp | 10.78%-12.7pp |
| Employer contribution / active EE | $394 | $418-5.8% | $1,153-65.8% | $1,899-79.3% |
| Participant deferral / active EE | $674 | $843-20.0% | $1,829-63.1% | $3,046-77.9% |
| Admin fee / account holder | $17 | $83-80.2% | $2,232-99.3% | $91-81.8% |