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 | $11,236 | $25,302-55.6% | $74,701-85.0% | $67,579-83.4% |
| Participation rate | 67.7% | 37.8%+29.8pp | 54.5%+13.2pp | 71.3%-3.6pp |
| Annual return | 28.16% | 10291.17%-10263.0pp | 752.92%-724.8pp | 378.56%-350.4pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $328 | $954-65.6% | $1,964-83.3% | $3,539-90.7% |
| Admin fee / account holder | $6 | $108-94.2% | $3,333-99.8% | $142-95.6% |