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 | $24,912 | $37,044-32.8% | $71,796-65.3% | $57,658-56.8% |
| Participation rate | 64.6% | 61.1%+3.5pp | 69.1%-4.5pp | 70.2%-5.7pp |
| Annual return | 7.86% | 12.64%-4.8pp | 78.04%-70.2pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,061 | $720+47.4% | $1,924-44.8% | $1,974-46.2% |
| Participant deferral / active EE | $1,609 | $1,974-18.5% | $2,794-42.4% | $3,061-47.4% |
| Admin fee / account holder | $11 | $101-89.0% | $4,815-99.8% | $95-88.3% |