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 4-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 | $25,789 | $34,492-25.2% | $80,004-67.8% | $55,191-53.3% |
| Participation rate | 60.1% | 62.9%-2.8pp | 73.0%-13.0pp | 69.2%-9.1pp |
| Annual return | 2.24% | 3.50%-1.3pp | 7.63%-5.4pp | 10.78%-8.5pp |
| Employer contribution / active EE | $719 | $1,043-31.1% | $2,473-70.9% | $1,899-62.1% |
| Participant deferral / active EE | $1,311 | $2,104-37.7% | $3,204-59.1% | $3,046-57.0% |
| Admin fee / account holder | $114 | $69+64.6% | $5,033-97.7% | $91+25.8% |