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 | $58,747 | $43,550+34.9% | $63,517-7.5% | $52,331+12.3% |
| Participation rate | 60.6% | 65.7%-5.1pp | 71.0%-10.5pp | 68.1%-7.5pp |
| Annual return | -1.19% | 2.03%-3.2pp | -70.30%+69.1pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,255 | $1,351-7.1% | $2,322-45.9% | $1,882-33.3% |
| Participant deferral / active EE | $2,297 | $2,254+1.9% | $2,953-22.2% | $3,022-24.0% |
| Admin fee / account holder | $143 | $387-63.0% | $5,892-97.6% | $592-75.8% |