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 | $10,065 | $35,986-72.0% | $77,482-87.0% | $73,488-86.3% |
| Participation rate | 38.6% | 40.8%-2.3pp | 54.2%-15.6pp | 70.7%-32.1pp |
| Annual return | 11.69% | 19.26%-7.6pp | 54.79%-43.1pp | 28.51%-16.8pp |
| Employer contribution / active EE | $979 | $557+75.6% | $986-0.8% | $2,270-56.9% |
| Participant deferral / active EE | $851 | $1,198-29.0% | $1,861-54.3% | $3,740-77.2% |
| Admin fee / account holder | $0 | $466-100.0% | $2,858-100.0% | $513-100.0% |