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 | $37,746 | $55,453-31.9% | $170,442-77.9% | $62,292-39.4% |
| Participation rate | 60.0% | 66.4%-6.4pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 14.58% | 21.38%-6.8pp | 205.93%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,231 | $2,164-43.1% | $5,433-77.3% | $2,042-39.7% |
| Participant deferral / active EE | $2,320 | $2,303+0.8% | $4,939-53.0% | $3,169-26.8% |
| Admin fee / account holder | $12 | $455-97.4% | $13,880-99.9% | $479-97.5% |