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 | $24,458 | $53,127-54.0% | $86,590-71.8% | $70,131-65.1% |
| Participation rate | 43.8% | 65.3%-21.5pp | 73.5%-29.7pp | 69.5%-25.7pp |
| Annual return | 14.49% | 27.66%-13.2pp | 964.84%-950.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,041 | $2,068-49.7% | $2,839-63.3% | $2,342-55.5% |
| Participant deferral / active EE | $1,711 | $2,696-36.5% | $3,609-52.6% | $3,332-48.6% |
| Admin fee / account holder | $213 | $3,585-94.1% | $4,906-95.7% | $4,645-95.4% |