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 | $46,376 | $58,879-21.2% | $178,490-74.0% | $73,488-36.9% |
| Participation rate | 63.6% | 66.2%-2.7pp | 81.9%-18.4pp | 70.7%-7.1pp |
| Annual return | 21.03% | 24.86%-3.8pp | 151.07%-130.0pp | 28.51%-7.5pp |
| Employer contribution / active EE | $1,028 | $2,236-54.0% | $5,011-79.5% | $2,270-54.7% |
| Participant deferral / active EE | $2,323 | $2,567-9.5% | $5,202-55.3% | $3,740-37.9% |
| Admin fee / account holder | $14 | $400-96.4% | $13,984-99.9% | $513-97.2% |