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 | $55,789 | $41,467+34.5% | $67,313-17.1% | $55,725+0.1% |
| Participation rate | 66.6% | 62.5%+4.1pp | 69.1%-2.5pp | 70.9%-4.3pp |
| Annual return | -6.01% | 0.82%-6.8pp | -4.08%-1.9pp | 244.93%-250.9pp |
| Employer contribution / active EE | $288 | $1,316-78.1% | $2,566-88.8% | $2,078-86.2% |
| Participant deferral / active EE | $2,805 | $2,399+16.9% | $3,568-21.4% | $3,356-16.4% |
| Admin fee / account holder | $0 | $102-99.5% | $4,507-100.0% | $115-99.6% |