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 4-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 | $49,989 | $51,769-3.4% | $57,343-12.8% | $52,331-4.5% |
| Participation rate | 45.1% | 75.2%-30.1pp | 75.1%-30.0pp | 68.1%-23.0pp |
| Annual return | 5.14% | 2.43%+2.7pp | 24.39%-19.3pp | 4.54%+0.6pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,438 | $2,794+23.1% | $3,162+8.7% | $3,022+13.8% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |