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 | $27,996 | $42,548-34.2% | $74,550-62.4% | $56,287-50.3% |
| Participation rate | 43.2% | 60.5%-17.3pp | 69.1%-25.9pp | 69.9%-26.7pp |
| Annual return | -5.29% | 12.40%-17.7pp | 32.53%-37.8pp | -9.96%+4.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,238 | $2,277-45.6% | $3,108-60.2% | $3,350-63.0% |
| Admin fee / account holder | $140 | $467-70.1% | $5,060-97.2% | $521-73.2% |