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 | $17,263 | $23,385-26.2% | $69,182-75.0% | $57,658-70.1% |
| Participation rate | 32.9% | 37.9%-5.0pp | 55.1%-22.2pp | 70.2%-37.3pp |
| Annual return | 6.69% | -659.34%+666.0pp | -21.93%+28.6pp | 5.13%+1.6pp |
| Employer contribution / active EE | $398 | $422-5.7% | $1,206-67.0% | $1,974-79.8% |
| Participant deferral / active EE | $699 | $843-17.0% | $1,897-63.1% | $3,061-77.1% |
| Admin fee / account holder | $16 | $82-80.1% | $2,697-99.4% | $95-82.7% |