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 | $46,240 | $46,360-0.3% | $147,614-68.7% | $52,331-11.6% |
| Participation rate | 50.3% | 64.9%-14.7pp | 84.6%-34.4pp | 68.1%-17.9pp |
| Annual return | -1.40% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,149 | $2,126-46.0% | $5,564-79.4% | $1,882-38.9% |
| Participant deferral / active EE | $1,878 | $2,258-16.8% | $4,895-61.6% | $3,022-37.8% |
| Admin fee / account holder | $38 | $766-95.1% | $11,611-99.7% | $592-93.6% |