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 | $9,295 | $23,385-60.3% | $69,182-86.6% | $57,658-83.9% |
| Participation rate | 28.4% | 37.9%-9.5pp | 55.1%-26.7pp | 70.2%-41.9pp |
| Annual return | 11.82% | -659.34%+671.2pp | -21.93%+33.8pp | 5.13%+6.7pp |
| Employer contribution / active EE | $218 | $422-48.5% | $1,206-82.0% | $1,974-89.0% |
| Participant deferral / active EE | $746 | $843-11.4% | $1,897-60.7% | $3,061-75.6% |
| Admin fee / account holder | $37 | $82-55.3% | $2,697-98.6% | $95-61.2% |