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 | $23,131 | $75,183-69.2% | $123,892-81.3% | $55,167-58.1% |
| Participation rate | 53.3% | 72.8%-19.5pp | 81.4%-28.1pp | 69.0%-15.7pp |
| Annual return | 11.99% | 19.01%-7.0pp | 47.52%-35.5pp | 169.23%-157.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,434 | $5,084+26.5% | $5,984+7.5% | $3,054+110.7% |
| Admin fee / account holder | $27 | $663-96.0% | $8,357-99.7% | $504-94.7% |