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 | $39,865 | $58,879-32.3% | $178,490-77.7% | $73,488-45.8% |
| Participation rate | 64.4% | 66.2%-1.9pp | 81.9%-17.6pp | 70.7%-6.3pp |
| Annual return | 13.83% | 24.86%-11.0pp | 151.07%-137.2pp | 28.51%-14.7pp |
| Employer contribution / active EE | $889 | $2,236-60.3% | $5,011-82.3% | $2,270-60.8% |
| Participant deferral / active EE | $1,608 | $2,567-37.4% | $5,202-69.1% | $3,740-57.0% |
| Admin fee / account holder | $22 | $400-94.5% | $13,984-99.8% | $513-95.7% |