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 | $40,706 | $75,183-45.9% | $123,892-67.1% | $55,167-26.2% |
| Participation rate | 50.3% | 72.8%-22.6pp | 81.4%-31.1pp | 69.0%-18.7pp |
| Annual return | 8.04% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,845 | $2,823-34.7% | $4,617-60.0% | $1,963-6.0% |
| Participant deferral / active EE | $4,016 | $5,084-21.0% | $5,984-32.9% | $3,054+31.5% |
| Admin fee / account holder | $55 | $663-91.7% | $8,357-99.3% | $504-89.1% |