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 | $39,912 | $107,440-62.9% | $105,738-62.3% | $55,725-28.4% |
| Participation rate | 36.6% | 55.5%-18.9pp | 76.3%-39.7pp | 70.9%-34.2pp |
| Annual return | 1.31% | -0.59%+1.9pp | 6.27%-5.0pp | 244.93%-243.6pp |
| Employer contribution / active EE | $787 | $1,448-45.6% | $3,268-75.9% | $2,078-62.1% |
| Participant deferral / active EE | $1,280 | $2,171-41.1% | $4,080-68.6% | $3,356-61.9% |
| Admin fee / account holder | $15 | $283-94.9% | $6,913-99.8% | $115-87.4% |