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 | $33,374 | $31,424+6.2% | $81,478-59.0% | $69,631-52.1% |
| Participation rate | 12.7% | 50.8%-38.2pp | 68.0%-55.3pp | 70.7%-58.0pp |
| Annual return | 16.40% | 22.44%-6.0pp | 38.78%-22.4pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,482 | $1,838-19.4% | $3,537-58.1% | $3,224-54.0% |
| Admin fee / account holder | $30 | $103-70.9% | $4,561-99.3% | $110-73.0% |