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 | $32,679 | $65,376-50.0% | $87,100-62.5% | $65,185-49.9% |
| Participation rate | 54.4% | 75.3%-21.0pp | 76.9%-22.5pp | 70.2%-15.8pp |
| Annual return | 19.50% | 31.27%-11.8pp | 28.19%-8.7pp | 29.38%-9.9pp |
| Employer contribution / active EE | $918 | $1,822-49.6% | $2,521-63.6% | $2,177-57.8% |
| Participant deferral / active EE | $2,380 | $3,388-29.7% | $4,049-41.2% | $3,514-32.3% |
| Admin fee / account holder | $89 | $520-82.9% | $7,497-98.8% | $847-89.5% |