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 | $49,394 | $28,416+73.8% | $73,545-32.8% | $69,631-29.1% |
| Participation rate | 41.2% | 38.3%+2.8pp | 54.9%-13.8pp | 70.7%-29.5pp |
| Annual return | 15.53% | -694.13%+709.7pp | -15.16%+30.7pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $368 | $430-14.5% | $1,219-69.8% | $2,032-81.9% |
| Participant deferral / active EE | $898 | $897+0.2% | $1,806-50.3% | $3,224-72.1% |
| Admin fee / account holder | $44 | $104-58.3% | $2,320-98.1% | $110-60.6% |