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 | $34,109 | $73,102-53.3% | $123,544-72.4% | $56,287-39.4% |
| Participation rate | 47.7% | 74.3%-26.6pp | 82.3%-34.6pp | 69.9%-22.1pp |
| Annual return | -5.69% | 3.01%-8.7pp | 119.20%-124.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,628 | $2,977-45.3% | $4,628-64.8% | $2,111-22.9% |
| Participant deferral / active EE | $2,978 | $5,423-45.1% | $6,426-53.7% | $3,350-11.1% |
| Admin fee / account holder | $34 | $554-93.8% | $9,284-99.6% | $521-93.4% |