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 9-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 | $23,846 | $49,177-51.5% | $79,464-70.0% | $64,186-62.8% |
| Participation rate | 51.2% | 65.0%-13.8pp | 73.3%-22.1pp | 69.6%-18.3pp |
| Annual return | -6.75% | -1.16%-5.6pp | 718.14%-724.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $828 | $2,076-60.1% | $2,800-70.4% | $2,381-65.2% |
| Participant deferral / active EE | $1,511 | $2,821-46.4% | $3,704-59.2% | $3,470-56.4% |
| Admin fee / account holder | $31 | $3,839-99.2% | $5,113-99.4% | $4,888-99.4% |