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 | $29,107 | $46,732-37.7% | $156,549-81.4% | $55,167-47.2% |
| Participation rate | 43.2% | 65.8%-22.6pp | 84.0%-40.8pp | 69.0%-25.8pp |
| Annual return | 6.82% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $394 | $2,105-81.3% | $5,501-92.8% | $1,963-79.9% |
| Participant deferral / active EE | $662 | $2,204-70.0% | $4,871-86.4% | $3,054-78.3% |
| Admin fee / account holder | $41 | $418-90.2% | $13,027-99.7% | $504-91.9% |