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 | $21,386 | $77,634-72.5% | $156,549-86.3% | $62,891-66.0% |
| Participation rate | 51.2% | 71.2%-20.0pp | 84.0%-32.8pp | 69.3%-18.1pp |
| Annual return | 8.16% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $383 | $3,444-88.9% | $5,501-93.0% | $2,281-83.2% |
| Participant deferral / active EE | $907 | $3,045-70.2% | $4,871-81.4% | $3,203-71.7% |
| Admin fee / account holder | $129 | $5,561-97.7% | $13,027-99.0% | $4,296-97.0% |