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 | $26,224 | $46,072-43.1% | $70,014-62.5% | $55,167-52.5% |
| Participation rate | 68.5% | 67.5%+1.1pp | 71.8%-3.3pp | 69.0%-0.4pp |
| Annual return | 6.41% | 8.68%-2.3pp | 12.99%-6.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,295 | $1,500-13.7% | $2,338-44.6% | $1,963-34.0% |
| Participant deferral / active EE | $1,962 | $2,344-16.3% | $2,931-33.0% | $3,054-35.7% |
| Admin fee / account holder | $9 | $428-97.9% | $4,380-99.8% | $504-98.2% |