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 | $24,614 | $85,202-71.1% | $172,739-85.8% | $72,985-66.3% |
| Participation rate | 64.0% | 70.1%-6.1pp | 82.6%-18.6pp | 69.5%-5.5pp |
| Annual return | 22.48% | 27.32%-4.8pp | 802.84%-780.4pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,462 | $3,324-56.0% | $5,143-71.6% | $2,440-40.1% |
| Participant deferral / active EE | $2,589 | $3,260-20.6% | $5,198-50.2% | $3,607-28.2% |
| Admin fee / account holder | $232 | $5,884-96.1% | $13,954-98.3% | $5,124-95.5% |