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 | $29,592 | $37,044-20.1% | $71,796-58.8% | $57,658-48.7% |
| Participation rate | 67.8% | 61.1%+6.6pp | 69.1%-1.4pp | 70.2%-2.5pp |
| Annual return | 17.07% | 12.64%+4.4pp | 78.04%-61.0pp | 5.13%+11.9pp |
| Employer contribution / active EE | $598 | $720-17.0% | $1,924-68.9% | $1,974-69.7% |
| Participant deferral / active EE | $2,521 | $1,974+27.7% | $2,794-9.8% | $3,061-17.6% |
| Admin fee / account holder | $17 | $101-83.3% | $4,815-99.7% | $95-82.2% |