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 9-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 | $102,317 | $37,196+175.1% | $154,107-33.6% | $55,725+83.6% |
| Participation rate | 44.0% | 64.1%-20.1pp | 83.0%-39.0pp | 70.9%-26.8pp |
| Annual return | -6.27% | 1319.68%-1325.9pp | 735.12%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,577 | $1,614-2.3% | $5,298-70.2% | $2,078-24.1% |
| Participant deferral / active EE | $1,101 | $2,068-46.8% | $5,081-78.3% | $3,356-67.2% |
| Admin fee / account holder | $5 | $102-95.6% | $13,411-100.0% | $115-96.1% |