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 | $55,430 | $50,175+10.5% | $99,443-44.3% | $65,185-15.0% |
| Participation rate | 32.5% | 68.4%-35.9pp | 73.8%-41.3pp | 70.2%-37.7pp |
| Annual return | 22.99% | 25.36%-2.4pp | 30.72%-7.7pp | 29.38%-6.4pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,146 | $2,748-21.9% | $3,619-40.7% | $3,514-38.9% |
| Admin fee / account holder | $8 | $398-98.0% | $6,250-99.9% | $847-99.1% |