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 | $39,961 | $57,108-30.0% | $94,224-57.6% | $52,331-23.6% |
| Participation rate | 51.2% | 72.9%-21.8pp | 78.8%-27.6pp | 68.1%-16.9pp |
| Annual return | -1.51% | 1.47%-3.0pp | 10.68%-12.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,998 | $3,040-34.3% | $4,320-53.8% | $3,022-33.9% |
| Admin fee / account holder | $13 | $546-97.7% | $6,269-99.8% | $592-97.9% |