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 | $64,467 | $69,763-7.6% | $67,502-4.5% | $74,495-13.5% |
| Participation rate | 61.8% | 71.4%-9.5pp | 72.9%-11.0pp | 67.2%-5.4pp |
| Annual return | 16.21% | -40.34%+56.6pp | 3512.12%-3495.9pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,167 | $2,704-56.8% | $2,731-57.3% | $2,623-55.5% |
| Participant deferral / active EE | $1,937 | $3,636-46.7% | $4,000-51.6% | $4,346-55.4% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |