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 | $37,743 | $49,890-24.3% | $104,607-63.9% | $106,222-64.5% |
| Participation rate | 54.4% | 45.0%+9.3pp | 74.1%-19.7pp | 70.8%-16.4pp |
| Annual return | 14.96% | 18.07%-3.1pp | 340.46%-325.5pp | 21.69%-6.7pp |
| Employer contribution / active EE | $791 | $809-2.2% | $2,681-70.5% | $2,723-70.9% |
| Participant deferral / active EE | $1,306 | $1,699-23.1% | $3,740-65.1% | $4,600-71.6% |
| Admin fee / account holder | $0 | $56-100.0% | $6,473-100.0% | $78-100.0% |