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 | $15,615 | $49,177-68.2% | $79,464-80.4% | $64,186-75.7% |
| Participation rate | 40.4% | 65.0%-24.6pp | 73.3%-32.9pp | 69.6%-29.1pp |
| Annual return | -5.99% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $424 | $2,076-79.6% | $2,800-84.9% | $2,381-82.2% |
| Participant deferral / active EE | $969 | $2,821-65.7% | $3,704-73.8% | $3,470-72.1% |
| Admin fee / account holder | $74 | $3,839-98.1% | $5,113-98.6% | $4,888-98.5% |