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 | $34,391 | $74,089-53.6% | $133,980-74.3% | $55,167-37.7% |
| Participation rate | 67.9% | 84.3%-16.4pp | 87.1%-19.2pp | 69.0%-1.1pp |
| Annual return | 8.75% | 12.11%-3.4pp | 29.30%-20.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,454 | $3,064-52.5% | $5,211-72.1% | $1,963-25.9% |
| Participant deferral / active EE | $4,005 | $4,678-14.4% | $6,282-36.3% | $3,054+31.1% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |