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 | $9,060 | $23,385-61.3% | $69,182-86.9% | $57,658-84.3% |
| Participation rate | 18.5% | 37.9%-19.4pp | 55.1%-36.6pp | 70.2%-51.7pp |
| Annual return | 8.88% | -659.34%+668.2pp | -21.93%+30.8pp | 5.13%+3.8pp |
| Employer contribution / active EE | $274 | $422-35.0% | $1,206-77.2% | $1,974-86.1% |
| Participant deferral / active EE | $491 | $843-41.8% | $1,897-74.1% | $3,061-84.0% |
| Admin fee / account holder | $78 | $82-5.2% | $2,697-97.1% | $95-17.6% |