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 | $41,948 | $58,083-27.8% | $80,019-47.6% | $56,287-25.5% |
| Participation rate | 62.4% | 73.6%-11.2pp | 75.8%-13.4pp | 69.9%-7.5pp |
| Annual return | -4.28% | 34.61%-38.9pp | 11.22%-15.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,274 | $1,932-34.1% | $2,468-48.4% | $2,111-39.7% |
| Participant deferral / active EE | $3,772 | $3,135+20.3% | $3,686+2.3% | $3,350+12.6% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |