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 | $25,633 | $39,245-34.7% | $64,105-60.0% | $52,331-51.0% |
| Participation rate | 52.8% | 58.2%-5.4pp | 68.2%-15.3pp | 68.1%-15.3pp |
| Annual return | -1.08% | 14.79%-15.9pp | 791.24%-792.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,310 | $1,992+16.0% | $2,822-18.1% | $3,022-23.6% |
| Admin fee / account holder | $77 | $592-86.9% | $4,499-98.3% | $592-86.9% |