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 | $20,566 | $38,365-46.4% | $84,611-75.7% | $65,185-68.5% |
| Participation rate | 25.4% | 55.7%-30.2pp | 68.2%-42.8pp | 70.2%-44.8pp |
| Annual return | 23.46% | 32.00%-8.5pp | 258.74%-235.3pp | 29.38%-5.9pp |
| Employer contribution / active EE | $301 | $1,258-76.1% | $2,652-88.6% | $2,177-86.2% |
| Participant deferral / active EE | $927 | $2,278-59.3% | $3,899-76.2% | $3,514-73.6% |
| Admin fee / account holder | $135 | $451-70.2% | $4,912-97.3% | $847-84.1% |