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 6-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 | $43,097 | $55,214-21.9% | $104,607-58.8% | $73,488-41.4% |
| Participation rate | 52.7% | 67.8%-15.2pp | 74.1%-21.4pp | 70.7%-18.0pp |
| Annual return | 14.93% | 24.79%-9.9pp | 340.46%-325.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,758 | $1,468+19.8% | $2,681-34.4% | $2,270-22.6% |
| Participant deferral / active EE | $3,002 | $2,925+2.7% | $3,740-19.7% | $3,740-19.7% |
| Admin fee / account holder | $288 | $424-31.9% | $6,473-95.5% | $513-43.8% |