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 | $35,784 | $46,732-23.4% | $156,549-77.1% | $55,167-35.1% |
| Participation rate | 20.6% | 65.8%-45.2pp | 84.0%-63.5pp | 69.0%-48.4pp |
| Annual return | 7.46% | 17.72%-10.3pp | 32.23%-24.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $578 | $2,105-72.6% | $5,501-89.5% | $1,963-70.6% |
| Participant deferral / active EE | $755 | $2,204-65.8% | $4,871-84.5% | $3,054-75.3% |
| Admin fee / account holder | $26 | $418-93.9% | $13,027-99.8% | $504-94.9% |