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 | $31,467 | $46,745-32.7% | $60,547-48.0% | $52,331-39.9% |
| Participation rate | 58.6% | 58.6%0pp | 68.0%-9.4pp | 68.1%-9.5pp |
| Annual return | -1.37% | 0.61%-2.0pp | 335.64%-337.0pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,103 | $1,259-12.4% | $2,419-54.4% | $1,882-41.4% |
| Participant deferral / active EE | $2,151 | $2,145+0.3% | $3,328-35.4% | $3,022-28.8% |
| Admin fee / account holder | $17 | $537-96.8% | $4,536-99.6% | $592-97.1% |