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 | $33,782 | $43,550-22.4% | $63,517-46.8% | $52,331-35.4% |
| Participation rate | 43.2% | 65.7%-22.5pp | 71.0%-27.9pp | 68.1%-24.9pp |
| Annual return | -0.28% | 2.03%-2.3pp | -70.30%+70.0pp | 4.54%-4.8pp |
| Employer contribution / active EE | $872 | $1,351-35.5% | $2,322-62.5% | $1,882-53.7% |
| Participant deferral / active EE | $1,687 | $2,254-25.1% | $2,953-42.9% | $3,022-44.2% |
| Admin fee / account holder | $18 | $387-95.4% | $5,892-99.7% | $592-97.0% |