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 | $35,418 | $56,443-37.2% | $83,848-57.8% | $55,725-36.4% |
| Participation rate | 19.4% | 72.0%-52.6pp | 76.1%-56.7pp | 70.9%-51.4pp |
| Annual return | -6.26% | 393.67%-399.9pp | 850.88%-857.1pp | 244.93%-251.2pp |
| Employer contribution / active EE | $690 | $2,682-74.3% | $3,631-81.0% | $2,078-66.8% |
| Participant deferral / active EE | $1,248 | $2,965-57.9% | $4,082-69.4% | $3,356-62.8% |
| Admin fee / account holder | $21 | $156-86.5% | $5,478-99.6% | $115-81.7% |