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 | $29,752 | $61,156-51.4% | $185,823-84.0% | $79,386-62.5% |
| Participation rate | 52.3% | 66.6%-14.3pp | 81.7%-29.4pp | 70.7%-18.4pp |
| Annual return | 25.20% | 19.45%+5.8pp | 122.05%-96.8pp | 116.85%-91.6pp |
| Employer contribution / active EE | $421 | $2,321-81.9% | $5,167-91.9% | $2,427-82.7% |
| Participant deferral / active EE | $1,500 | $2,789-46.2% | $5,568-73.1% | $4,046-62.9% |
| Admin fee / account holder | $257 | $710-63.8% | $16,237-98.4% | $626-59.0% |