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 | $22,462 | $84,233-73.3% | $170,442-86.8% | $70,131-68.0% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 16.26% | 23.06%-6.8pp | 205.93%-189.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $991 | $3,387-70.7% | $5,433-81.8% | $2,342-57.7% |
| Participant deferral / active EE | $1,441 | $3,086-53.3% | $4,939-70.8% | $3,332-56.7% |
| Admin fee / account holder | $63 | $5,698-98.9% | $13,880-99.5% | $4,645-98.6% |