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 | $27,848 | $43,133-35.4% | $89,391-68.8% | $73,488-62.1% |
| Participation rate | 59.8% | 55.0%+4.9pp | 68.0%-8.1pp | 70.7%-10.9pp |
| Annual return | 16.75% | 135.66%-118.9pp | 245.62%-228.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $499 | $1,438-65.3% | $2,586-80.7% | $2,270-78.0% |
| Participant deferral / active EE | $1,156 | $2,445-52.7% | $3,890-70.3% | $3,740-69.1% |
| Admin fee / account holder | $129 | $444-71.0% | $4,881-97.4% | $513-74.9% |