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 | $64,047 | $63,299+1.2% | $91,001-29.6% | $62,292+2.8% |
| Participation rate | 54.5% | 73.3%-18.8pp | 75.6%-21.1pp | 69.5%-15.0pp |
| Annual return | 13.76% | 20.99%-7.2pp | 4.60%+9.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,499 | $2,943-49.0% | $3,547-57.7% | $3,169-52.7% |
| Admin fee / account holder | $106 | $468-77.4% | $5,417-98.1% | $479-78.0% |