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 4-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 | $27,239 | $46,360-41.2% | $147,614-81.5% | $52,331-47.9% |
| Participation rate | 68.5% | 64.9%+3.6pp | 84.6%-16.1pp | 68.1%+0.4pp |
| Annual return | 0.79% | 1.62%-0.8pp | 61.98%-61.2pp | 4.54%-3.8pp |
| Employer contribution / active EE | $410 | $2,126-80.7% | $5,564-92.6% | $1,882-78.2% |
| Participant deferral / active EE | $1,190 | $2,258-47.3% | $4,895-75.7% | $3,022-60.6% |
| Admin fee / account holder | $43 | $766-94.4% | $11,611-99.6% | $592-92.7% |