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 | $37,665 | $46,297-18.6% | $71,671-47.4% | $62,292-39.5% |
| Participation rate | 27.6% | 60.6%-33.0pp | 68.7%-41.1pp | 69.5%-41.9pp |
| Annual return | 16.47% | 22.32%-5.9pp | 20.65%-4.2pp | 28.90%-12.4pp |
| Employer contribution / active EE | $641 | $1,412-54.6% | $2,460-73.9% | $2,042-68.6% |
| Participant deferral / active EE | $1,523 | $2,235-31.9% | $3,438-55.7% | $3,169-51.9% |
| Admin fee / account holder | $0 | $461-100.0% | $5,558-100.0% | $479-100.0% |