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 | $58,666 | $60,165-2.5% | $74,183-20.9% | $55,167+6.3% |
| Participation rate | 51.2% | 74.2%-23.0pp | 76.6%-25.4pp | 69.0%-17.8pp |
| Annual return | 7.37% | 10.00%-2.6pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $982 | $1,600-38.6% | $2,370-58.6% | $1,963-50.0% |
| Participant deferral / active EE | $1,592 | $2,973-46.4% | $3,550-55.2% | $3,054-47.9% |
| Admin fee / account holder | $8 | $419-98.0% | $5,586-99.9% | $504-98.3% |