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 9-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 | $41,283 | $95,542-56.8% | $69,455-40.6% | $67,579-38.9% |
| Participation rate | 38.6% | 79.4%-40.8pp | 74.6%-36.0pp | 71.3%-32.7pp |
| Annual return | 16.96% | 17.67%-0.7pp | 28.97%-12.0pp | 378.56%-361.6pp |
| Employer contribution / active EE | $996 | $2,989-66.7% | $2,779-64.1% | $2,148-53.6% |
| Participant deferral / active EE | $1,758 | $3,263-46.1% | $3,535-50.3% | $3,539-50.3% |
| Admin fee / account holder | $1 | $90-98.5% | $3,839-100.0% | $142-99.0% |