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 | $31,453 | $58,879-46.6% | $178,490-82.4% | $73,488-57.2% |
| Participation rate | 46.9% | 66.2%-19.4pp | 81.9%-35.1pp | 70.7%-23.8pp |
| Annual return | 37.48% | 24.86%+12.6pp | 151.07%-113.6pp | 28.51%+9.0pp |
| Employer contribution / active EE | $1,293 | $2,236-42.2% | $5,011-74.2% | $2,270-43.0% |
| Participant deferral / active EE | $2,367 | $2,567-7.8% | $5,202-54.5% | $3,740-36.7% |
| Admin fee / account holder | $2 | $400-99.4% | $13,984-100.0% | $513-99.5% |