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 | $50,844 | $52,953-4.0% | $172,739-70.6% | $65,185-22.0% |
| Participation rate | 50.0% | 66.2%-16.2pp | 82.6%-32.6pp | 70.2%-20.2pp |
| Annual return | 21.58% | 30.12%-8.5pp | 802.84%-781.3pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,093 | $2,190-50.1% | $5,143-78.7% | $2,177-49.8% |
| Participant deferral / active EE | $1,636 | $2,471-33.8% | $5,198-68.5% | $3,514-53.4% |
| Admin fee / account holder | $51 | $472-89.1% | $13,954-99.6% | $847-93.9% |