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 | $13,991 | $25,723-45.6% | $69,182-79.8% | $55,167-74.6% |
| Participation rate | 55.4% | 39.4%+15.9pp | 55.1%+0.2pp | 69.0%-13.6pp |
| Annual return | 6.47% | 9.56%-3.1pp | -21.93%+28.4pp | 169.23%-162.8pp |
| Employer contribution / active EE | $492 | $480+2.4% | $1,206-59.2% | $1,963-74.9% |
| Participant deferral / active EE | $1,173 | $963+21.7% | $1,897-38.2% | $3,054-61.6% |
| Admin fee / account holder | $26 | $365-92.7% | $2,697-99.0% | $504-94.7% |