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 | $38,495 | $42,396-9.2% | $67,313-42.8% | $56,287-31.6% |
| Participation rate | 28.1% | 61.0%-32.9pp | 69.1%-41.0pp | 69.9%-41.7pp |
| Annual return | -3.95% | -36.63%+32.7pp | -4.08%+0.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $506 | $1,414-64.2% | $2,566-80.3% | $2,111-76.0% |
| Participant deferral / active EE | $993 | $2,360-57.9% | $3,568-72.2% | $3,350-70.4% |
| Admin fee / account holder | $4 | $510-99.2% | $4,507-99.9% | $521-99.2% |