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 | $40,085 | $63,156-36.5% | $122,332-67.2% | $62,292-35.7% |
| Participation rate | 44.6% | 60.0%-15.5pp | 71.6%-27.1pp | 69.5%-25.0pp |
| Annual return | 15.18% | 20.61%-5.4pp | 30.27%-15.1pp | 28.90%-13.7pp |
| Employer contribution / active EE | $942 | $1,385-32.0% | $4,050-76.7% | $2,042-53.9% |
| Participant deferral / active EE | $1,701 | $2,321-26.7% | $3,287-48.2% | $3,169-46.3% |
| Admin fee / account holder | $10 | $440-97.6% | $5,478-99.8% | $479-97.8% |