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 | $23,416 | $46,732-49.9% | $156,549-85.0% | $55,167-57.6% |
| Participation rate | 54.1% | 65.8%-11.7pp | 84.0%-30.0pp | 69.0%-14.9pp |
| Annual return | 6.65% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $463 | $2,105-78.0% | $5,501-91.6% | $1,963-76.4% |
| Participant deferral / active EE | $760 | $2,204-65.5% | $4,871-84.4% | $3,054-75.1% |
| Admin fee / account holder | $24 | $418-94.3% | $13,027-99.8% | $504-95.3% |