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 | $63,047 | $61,156+3.1% | $185,823-66.1% | $79,386-20.6% |
| Participation rate | 47.0% | 66.6%-19.6pp | 81.7%-34.7pp | 70.7%-23.7pp |
| Annual return | 12.71% | 19.45%-6.7pp | 122.05%-109.3pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,201 | $2,321-48.2% | $5,167-76.8% | $2,427-50.5% |
| Participant deferral / active EE | $1,711 | $2,789-38.6% | $5,568-69.3% | $4,046-57.7% |
| Admin fee / account holder | $44 | $710-93.7% | $16,237-99.7% | $626-92.9% |