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 8-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 | $29,018 | $40,256-27.9% | $57,343-49.4% | $59,632-51.3% |
| Participation rate | 30.1% | 69.2%-39.1pp | 75.1%-45.0pp | 68.7%-38.6pp |
| Annual return | 1.28% | 27.49%-26.2pp | 24.39%-23.1pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $931 | $1,922-51.5% | $2,689-65.4% | $2,203-57.7% |
| Participant deferral / active EE | $1,970 | $2,399-17.9% | $3,162-37.7% | $3,192-38.3% |
| Admin fee / account holder | $6 | $2,818-99.8% | $3,356-99.8% | $4,297-99.9% |