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 | $29,801 | $37,213-19.9% | $156,549-81.0% | $63,975-53.4% |
| Participation rate | 49.3% | 65.0%-15.7pp | 84.0%-34.7pp | 71.1%-21.8pp |
| Annual return | 9.89% | 47.89%-38.0pp | 32.23%-22.3pp | 48.65%-38.8pp |
| Employer contribution / active EE | $309 | $1,357-77.2% | $5,501-94.4% | $2,182-85.8% |
| Participant deferral / active EE | $1,054 | $2,070-49.1% | $4,871-78.4% | $3,356-68.6% |
| Admin fee / account holder | $0 | $56-100.0% | $13,027-100.0% | $70-100.0% |