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 | $43,646 | $58,828-25.8% | $77,999-44.0% | $62,891-30.6% |
| Participation rate | 69.8% | 71.1%-1.3pp | 75.5%-5.8pp | 69.3%+0.5pp |
| Annual return | 7.38% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $613 | $1,672-63.3% | $2,470-75.2% | $2,281-73.1% |
| Participant deferral / active EE | $1,938 | $2,686-27.8% | $3,497-44.6% | $3,203-39.5% |
| Admin fee / account holder | $113 | $4,393-97.4% | $5,480-97.9% | $4,296-97.4% |