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 | $35,978 | $107,378-66.5% | $108,579-66.9% | $57,658-37.6% |
| Participation rate | 42.5% | 77.1%-34.6pp | 79.6%-37.1pp | 70.2%-27.8pp |
| Annual return | 12.23% | 12.80%-0.6pp | -51.70%+63.9pp | 5.13%+7.1pp |
| Employer contribution / active EE | $1,495 | $1,782-16.1% | $3,758-60.2% | $1,974-24.3% |
| Participant deferral / active EE | $2,738 | $3,221-15.0% | $4,311-36.5% | $3,061-10.5% |
| Admin fee / account holder | $74 | $108-31.5% | $7,645-99.0% | $95-21.4% |