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 | $15,393 | $46,732-67.1% | $156,549-90.2% | $55,167-72.1% |
| Participation rate | 26.1% | 65.8%-39.7pp | 84.0%-57.9pp | 69.0%-42.9pp |
| Annual return | 6.54% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $595 | $2,105-71.7% | $5,501-89.2% | $1,963-69.7% |
| Participant deferral / active EE | $971 | $2,204-55.9% | $4,871-80.1% | $3,054-68.2% |
| Admin fee / account holder | $92 | $418-78.1% | $13,027-99.3% | $504-81.8% |