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 | $40,694 | $38,925+4.5% | $73,843-44.9% | $55,191-26.3% |
| Participation rate | 23.4% | 66.0%-42.6pp | 73.4%-50.0pp | 69.2%-45.7pp |
| Annual return | -0.20% | 6.31%-6.5pp | 2267.84%-2268.0pp | 10.78%-11.0pp |
| Employer contribution / active EE | $462 | $1,695-72.8% | $2,787-83.4% | $1,899-75.7% |
| Participant deferral / active EE | $691 | $2,351-70.6% | $3,583-80.7% | $3,046-77.3% |
| Admin fee / account holder | $0 | $83-100.0% | $4,880-100.0% | $91-100.0% |