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 | $37,495 | $58,879-36.3% | $178,490-79.0% | $73,488-49.0% |
| Participation rate | 32.4% | 66.2%-33.8pp | 81.9%-49.5pp | 70.7%-38.2pp |
| Annual return | 12.24% | 24.86%-12.6pp | 151.07%-138.8pp | 28.51%-16.3pp |
| Employer contribution / active EE | $453 | $2,236-79.7% | $5,011-91.0% | $2,270-80.0% |
| Participant deferral / active EE | $1,920 | $2,567-25.2% | $5,202-63.1% | $3,740-48.7% |
| Admin fee / account holder | $14 | $400-96.6% | $13,984-99.9% | $513-97.3% |