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 | $58,640 | $53,596+9.4% | $90,645-35.3% | $64,186-8.6% |
| Participation rate | 41.2% | 64.5%-23.3pp | 74.0%-32.8pp | 69.6%-28.4pp |
| Annual return | -6.23% | 4.41%-10.6pp | 1.88%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,465 | $2,459+40.9% | $3,425+1.2% | $3,470-0.1% |
| Admin fee / account holder | $15 | $3,868-99.6% | $4,994-99.7% | $4,888-99.7% |