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 | $54,655 | $58,879-7.2% | $178,490-69.4% | $73,488-25.6% |
| Participation rate | 56.0% | 66.2%-10.2pp | 81.9%-25.9pp | 70.7%-14.7pp |
| Annual return | 16.06% | 24.86%-8.8pp | 151.07%-135.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,117 | $2,236-50.0% | $5,011-77.7% | $2,270-50.8% |
| Participant deferral / active EE | $1,646 | $2,567-35.9% | $5,202-68.4% | $3,740-56.0% |
| Admin fee / account holder | $41 | $400-89.6% | $13,984-99.7% | $513-91.9% |