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 | $32,821 | $42,548-22.9% | $74,550-56.0% | $56,287-41.7% |
| Participation rate | 59.1% | 60.5%-1.4pp | 69.1%-10.1pp | 69.9%-10.8pp |
| Annual return | -6.58% | 12.40%-19.0pp | 32.53%-39.1pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,504 | $2,277-34.0% | $3,108-51.6% | $3,350-55.1% |
| Admin fee / account holder | $17 | $467-96.3% | $5,060-99.7% | $521-96.7% |