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 | $17,477 | $55,453-68.5% | $170,442-89.7% | $62,292-71.9% |
| Participation rate | 31.4% | 66.4%-35.0pp | 83.6%-52.2pp | 69.5%-38.2pp |
| Annual return | 17.35% | 21.38%-4.0pp | 205.93%-188.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,750 | $2,164-19.1% | $5,433-67.8% | $2,042-14.3% |
| Participant deferral / active EE | $1,463 | $2,303-36.5% | $4,939-70.4% | $3,169-53.8% |
| Admin fee / account holder | $14 | $455-97.0% | $13,880-99.9% | $479-97.2% |