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 | $44,631 | $47,078-5.2% | $100,671-55.7% | $55,191-19.1% |
| Participation rate | 17.3% | 58.0%-40.7pp | 70.7%-53.4pp | 69.2%-51.8pp |
| Annual return | -0.67% | 0.65%-1.3pp | 20.43%-21.1pp | 10.78%-11.5pp |
| Employer contribution / active EE | $549 | $1,065-48.5% | $4,012-86.3% | $1,899-71.1% |
| Participant deferral / active EE | $909 | $2,038-55.4% | $3,144-71.1% | $3,046-70.2% |
| Admin fee / account holder | $28 | $153-81.6% | $4,850-99.4% | $91-68.9% |