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 | $14,954 | $36,767-59.3% | $81,478-81.6% | $62,292-76.0% |
| Participation rate | 30.8% | 54.4%-23.7pp | 68.0%-37.2pp | 69.5%-38.7pp |
| Annual return | 19.86% | 173.80%-153.9pp | 38.78%-18.9pp | 28.90%-9.0pp |
| Employer contribution / active EE | $290 | $1,128-74.3% | $2,568-88.7% | $2,042-85.8% |
| Participant deferral / active EE | $824 | $2,111-61.0% | $3,537-76.7% | $3,169-74.0% |
| Admin fee / account holder | $0 | $797-100.0% | $4,561-100.0% | $479-100.0% |