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 | $32,292 | $38,509-16.1% | $90,645-64.4% | $73,367-56.0% |
| Participation rate | 56.9% | 45.9%+11.0pp | 74.0%-17.1pp | 69.5%-12.6pp |
| Annual return | 18.10% | 2.07%+16.0pp | 1.88%+16.2pp | 173.45%-155.4pp |
| Employer contribution / active EE | $699 | $754-7.3% | $2,532-72.4% | $2,499-72.0% |
| Participant deferral / active EE | $1,144 | $1,495-23.5% | $3,425-66.6% | $4,033-71.6% |
| Admin fee / account holder | $0 | $48-100.0% | $4,994-100.0% | $68-100.0% |