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 | $40,094 | $41,281-2.9% | $109,313-63.3% | $57,658-30.5% |
| Participation rate | 25.4% | 59.3%-33.9pp | 71.3%-45.9pp | 70.2%-44.8pp |
| Annual return | 9.88% | 8.97%+0.9pp | 22.07%-12.2pp | 5.13%+4.7pp |
| Employer contribution / active EE | $809 | $1,201-32.7% | $3,892-79.2% | $1,974-59.0% |
| Participant deferral / active EE | $1,346 | $2,223-39.5% | $3,166-57.5% | $3,061-56.0% |
| Admin fee / account holder | $35 | $75-54.0% | $5,666-99.4% | $95-63.4% |