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 | $39,881 | $44,425-10.2% | $67,834-41.2% | $55,167-27.7% |
| Participation rate | 45.9% | 59.7%-13.8pp | 68.8%-22.9pp | 69.0%-23.1pp |
| Annual return | 9.12% | 17.80%-8.7pp | 138.47%-129.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $987 | $1,351-27.0% | $2,403-59.0% | $1,963-49.7% |
| Participant deferral / active EE | $1,514 | $2,166-30.1% | $3,160-52.1% | $3,054-50.4% |
| Admin fee / account holder | $172 | $530-67.5% | $4,622-96.3% | $504-65.8% |