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 | $54,248 | $56,629-4.2% | $77,999-30.5% | $55,167-1.7% |
| Participation rate | 63.7% | 73.3%-9.6pp | 75.5%-11.8pp | 69.0%-5.3pp |
| Annual return | 7.85% | 2866.98%-2859.1pp | 425.96%-418.1pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,674 | $2,777-39.7% | $3,497-52.1% | $3,054-45.2% |
| Admin fee / account holder | $33 | $467-93.0% | $5,480-99.4% | $504-93.5% |