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 | $45,950 | $47,922-4.1% | $75,886-39.4% | $65,185-29.5% |
| Participation rate | 28.7% | 63.0%-34.3pp | 69.3%-40.6pp | 70.2%-41.5pp |
| Annual return | 19.52% | 24.12%-4.6pp | 30.76%-11.2pp | 29.38%-9.9pp |
| Employer contribution / active EE | $690 | $1,557-55.7% | $2,500-72.4% | $2,177-68.3% |
| Participant deferral / active EE | $1,772 | $2,550-30.5% | $3,603-50.8% | $3,514-49.6% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |