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 | $48,767 | $52,293-6.7% | $178,490-72.7% | $73,409-33.6% |
| Participation rate | 54.0% | 65.3%-11.3pp | 81.9%-27.9pp | 72.2%-18.2pp |
| Annual return | 21.05% | 34.75%-13.7pp | 151.07%-130.0pp | 59.29%-38.2pp |
| Employer contribution / active EE | $798 | $1,735-54.0% | $5,011-84.1% | $2,234-64.3% |
| Participant deferral / active EE | $1,656 | $2,332-29.0% | $5,202-68.2% | $3,805-56.5% |
| Admin fee / account holder | $14 | $127-89.2% | $13,984-99.9% | $158-91.3% |