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 | $17,893 | $62,132-71.2% | $185,823-90.4% | $73,488-75.7% |
| Participation rate | 37.0% | 67.8%-30.8pp | 78.0%-41.0pp | 70.7%-33.7pp |
| Annual return | 16.63% | 20.44%-3.8pp | 35.95%-19.3pp | 28.51%-11.9pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,510 | $3,711-59.3% | $5,632-73.2% | $3,740-59.6% |
| Admin fee / account holder | $190 | $419-54.6% | $9,500-98.0% | $513-62.9% |