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 | $55,270 | $44,221+25.0% | $121,196-54.4% | $56,287-1.8% |
| Participation rate | 36.6% | 61.1%-24.5pp | 71.7%-35.2pp | 69.9%-33.3pp |
| Annual return | -4.05% | -3.58%-0.5pp | 16.93%-21.0pp | -9.96%+5.9pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,022-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,309 | $2,521-48.1% | $3,344-60.8% | $3,350-60.9% |
| Admin fee / account holder | $3 | $480-99.4% | $5,019-99.9% | $521-99.5% |