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 | $9,306 | $25,723-63.8% | $69,182-86.5% | $55,167-83.1% |
| Participation rate | 37.5% | 39.4%-1.9pp | 55.1%-17.6pp | 69.0%-31.5pp |
| Annual return | 8.76% | 9.56%-0.8pp | -21.93%+30.7pp | 169.23%-160.5pp |
| Employer contribution / active EE | $396 | $480-17.5% | $1,206-67.1% | $1,963-79.8% |
| Participant deferral / active EE | $495 | $963-48.7% | $1,897-73.9% | $3,054-83.8% |
| Admin fee / account holder | $27 | $365-92.6% | $2,697-99.0% | $504-94.6% |