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 | $60,731 | $61,272-0.9% | $149,673-59.4% | $71,457-15.0% |
| Participation rate | 45.3% | 62.5%-17.2pp | 78.8%-33.4pp | 67.9%-22.6pp |
| Annual return | 16.00% | 35.85%-19.8pp | 134.42%-118.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,211 | $2,378-49.1% | $4,818-74.9% | $2,588-53.2% |
| Participant deferral / active EE | $1,874 | $2,917-35.8% | $5,680-67.0% | $4,289-56.3% |
| Admin fee / account holder | $31 | $1,261-97.6% | $13,210-99.8% | $1,587-98.1% |