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 | $15,303 | $62,928-75.7% | $172,739-91.1% | $67,579-77.4% |
| Participation rate | 33.7% | 64.5%-30.8pp | 82.6%-49.0pp | 71.3%-37.6pp |
| Annual return | 24.94% | 30.36%-5.4pp | 802.84%-777.9pp | 378.56%-353.6pp |
| Employer contribution / active EE | $943 | $1,636-42.4% | $5,143-81.7% | $2,148-56.1% |
| Participant deferral / active EE | $848 | $2,145-60.4% | $5,198-83.7% | $3,539-76.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |