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 | $26,480 | $46,360-42.9% | $147,614-82.1% | $52,331-49.4% |
| Participation rate | 40.8% | 64.9%-24.1pp | 84.6%-43.8pp | 68.1%-27.3pp |
| Annual return | -0.66% | 1.62%-2.3pp | 61.98%-62.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $399 | $2,126-81.3% | $5,564-92.8% | $1,882-78.8% |
| Participant deferral / active EE | $632 | $2,258-72.0% | $4,895-87.1% | $3,022-79.1% |
| Admin fee / account holder | $41 | $766-94.6% | $11,611-99.6% | $592-93.0% |