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 | $26,424 | $76,670-65.5% | $96,683-72.7% | $71,457-63.0% |
| Participation rate | 56.1% | 66.6%-10.5pp | 74.3%-18.3pp | 67.9%-11.8pp |
| Annual return | 16.71% | 48.29%-31.6pp | 35.69%-19.0pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,235 | $3,031-59.3% | $3,737-66.9% | $2,588-52.3% |
| Participant deferral / active EE | $1,850 | $3,771-51.0% | $4,878-62.1% | $4,289-56.9% |
| Admin fee / account holder | $137 | $2,028-93.2% | $6,730-98.0% | $1,587-91.4% |