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 | $31,926 | $44,425-28.1% | $67,834-52.9% | $55,167-42.1% |
| Participation rate | 31.7% | 59.7%-28.0pp | 68.8%-37.1pp | 69.0%-37.3pp |
| Annual return | 5.30% | 17.80%-12.5pp | 138.47%-133.2pp | 169.23%-163.9pp |
| Employer contribution / active EE | $372 | $1,351-72.5% | $2,403-84.5% | $1,963-81.0% |
| Participant deferral / active EE | $1,320 | $2,166-39.0% | $3,160-58.2% | $3,054-56.8% |
| Admin fee / account holder | $36 | $530-93.3% | $4,622-99.2% | $504-92.9% |