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 | $12,557 | $25,723-51.2% | $69,182-81.8% | $55,167-77.2% |
| Participation rate | 27.5% | 39.4%-11.9pp | 55.1%-27.6pp | 69.0%-41.4pp |
| Annual return | 0.00% | 9.56%-9.6pp | -21.93%+21.9pp | 169.23%-169.2pp |
| Employer contribution / active EE | $249 | $480-48.2% | $1,206-79.4% | $1,963-87.3% |
| Participant deferral / active EE | $820 | $963-14.9% | $1,897-56.8% | $3,054-73.2% |
| Admin fee / account holder | $14 | $365-96.2% | $2,697-99.5% | $504-97.3% |