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 | $46,560 | $50,643-8.1% | $106,619-56.3% | $55,167-15.6% |
| Participation rate | 60.5% | 65.6%-5.1pp | 78.0%-17.5pp | 69.0%-8.5pp |
| Annual return | 7.72% | 7.02%+0.7pp | 9.42%-1.7pp | 169.23%-161.5pp |
| Employer contribution / active EE | $899 | $1,626-44.7% | $3,947-77.2% | $1,963-54.2% |
| Participant deferral / active EE | $2,000 | $2,208-9.4% | $3,930-49.1% | $3,054-34.5% |
| Admin fee / account holder | $300 | $488-38.5% | $6,418-95.3% | $504-40.5% |