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 7-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 | $0 | $54,237-100.0% | $90,281-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 68.6%-68.6pp | 73.3%-73.3pp | 71.3%-71.3pp |
| Annual return | 0.00% | 37.27%-37.3pp | 78.10%-78.1pp | 378.56%-378.6pp |
| Employer contribution / active EE | $1,398 | $1,846-24.3% | $2,854-51.0% | $2,148-34.9% |
| Participant deferral / active EE | $2,860 | $2,625+9.0% | $3,885-26.4% | $3,539-19.2% |
| Admin fee / account holder | $0 | $123-100.0% | $5,351-100.0% | $142-100.0% |