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 | $20,229 | $45,283-55.3% | $155,790-87.0% | $52,331-61.3% |
| Participation rate | 61.1% | 62.2%-1.1pp | 76.1%-15.0pp | 68.1%-7.0pp |
| Annual return | -1.76% | 1.80%-3.6pp | 71.54%-73.3pp | 4.54%-6.3pp |
| Employer contribution / active EE | $274 | $1,329-79.4% | $3,836-92.9% | $1,882-85.4% |
| Participant deferral / active EE | $2,232 | $2,854-21.8% | $4,797-53.5% | $3,022-26.2% |
| Admin fee / account holder | $10 | $981-99.0% | $7,478-99.9% | $592-98.4% |