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 7-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 | $35,740 | $71,666-50.1% | $117,854-69.7% | $69,631-48.7% |
| Participation rate | 66.8% | 77.5%-10.8pp | 79.7%-12.9pp | 70.7%-3.9pp |
| Annual return | 19.69% | 18.86%+0.8pp | 335.08%-315.4pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $882 | $1,889-53.3% | $3,786-76.7% | $2,032-56.6% |
| Participant deferral / active EE | $2,226 | $3,340-33.4% | $4,482-50.3% | $3,224-31.0% |
| Admin fee / account holder | $16 | $120-86.3% | $8,020-99.8% | $110-85.1% |