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 | $19,088 | $30,555-37.5% | $80,716-76.4% | $86,799-78.0% |
| Participation rate | 63.5% | 37.2%+26.2pp | 54.2%+9.3pp | 72.3%-8.8pp |
| Annual return | 78.32% | 30.35%+48.0pp | 87.28%-9.0pp | 97.91%-19.6pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,160-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $412 | $1,050-60.8% | $2,146-80.8% | $4,131-90.0% |
| Admin fee / account holder | $7 | $135-94.9% | $3,380-99.8% | $170-96.0% |