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 | $18,500 | $52,293-64.6% | $178,490-89.6% | $73,409-74.8% |
| Participation rate | 34.8% | 65.3%-30.6pp | 81.9%-47.2pp | 72.2%-37.4pp |
| Annual return | 17.95% | 34.75%-16.8pp | 151.07%-133.1pp | 59.29%-41.3pp |
| Employer contribution / active EE | $912 | $1,735-47.5% | $5,011-81.8% | $2,234-59.2% |
| Participant deferral / active EE | $1,023 | $2,332-56.1% | $5,202-80.3% | $3,805-73.1% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |