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 | $48,020 | $69,977-31.4% | $108,579-55.8% | $62,891-23.6% |
| Participation rate | 56.5% | 72.9%-16.4pp | 79.6%-23.1pp | 69.3%-12.8pp |
| Annual return | 11.07% | 10.73%+0.3pp | -51.70%+62.8pp | 20.14%-9.1pp |
| Employer contribution / active EE | $710 | $2,135-66.8% | $3,758-81.1% | $2,281-68.9% |
| Participant deferral / active EE | $3,058 | $3,165-3.4% | $4,311-29.1% | $3,203-4.5% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |