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 | $24,257 | $28,109-13.7% | $71,086-65.9% | $56,287-56.9% |
| Participation rate | 51.9% | 40.4%+11.5pp | 54.7%-2.7pp | 69.9%-17.9pp |
| Annual return | -4.16% | -615.05%+610.9pp | 650.59%-654.7pp | -9.96%+5.8pp |
| Employer contribution / active EE | $450 | $558-19.2% | $1,088-58.6% | $2,111-78.7% |
| Participant deferral / active EE | $803 | $1,116-28.0% | $1,874-57.2% | $3,350-76.0% |
| Admin fee / account holder | $1 | $585-99.8% | $3,082-100.0% | $521-99.7% |