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 | $37,781 | $73,102-48.3% | $123,544-69.4% | $56,287-32.9% |
| Participation rate | 66.7% | 74.3%-7.6pp | 82.3%-15.6pp | 69.9%-3.2pp |
| Annual return | 0.04% | 3.01%-3.0pp | 119.20%-119.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $901 | $2,977-69.7% | $4,628-80.5% | $2,111-57.3% |
| Participant deferral / active EE | $3,587 | $5,423-33.8% | $6,426-44.2% | $3,350+7.1% |
| Admin fee / account holder | $133 | $554-75.9% | $9,284-98.6% | $521-74.4% |