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 | $46,083 | $46,360-0.6% | $147,614-68.8% | $52,331-11.9% |
| Participation rate | 57.7% | 64.9%-7.3pp | 84.6%-27.0pp | 68.1%-10.4pp |
| Annual return | 1.42% | 1.62%-0.2pp | 61.98%-60.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1,184 | $2,126-44.3% | $5,564-78.7% | $1,882-37.1% |
| Participant deferral / active EE | $1,297 | $2,258-42.5% | $4,895-73.5% | $3,022-57.1% |
| Admin fee / account holder | $50 | $766-93.5% | $11,611-99.6% | $592-91.6% |