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 | $23,480 | $91,190-74.3% | $178,490-86.8% | $79,858-70.6% |
| Participation rate | 68.0% | 69.2%-1.2pp | 81.9%-13.9pp | 69.6%-1.6pp |
| Annual return | 15.20% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,373 | $3,256-57.8% | $5,011-72.6% | $2,471-44.4% |
| Participant deferral / active EE | $1,030 | $3,236-68.2% | $5,202-80.2% | $3,740-72.4% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |