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 | $52,758 | $37,117+42.1% | $147,614-64.3% | $55,191-4.4% |
| Participation rate | 52.3% | 63.6%-11.3pp | 84.6%-32.3pp | 69.2%-16.9pp |
| Annual return | 2.38% | 3.44%-1.1pp | 61.98%-59.6pp | 10.78%-8.4pp |
| Employer contribution / active EE | $476 | $1,620-70.6% | $5,564-91.4% | $1,899-74.9% |
| Participant deferral / active EE | $1,969 | $1,985-0.8% | $4,895-59.8% | $3,046-35.4% |
| Admin fee / account holder | $10 | $86-88.6% | $11,611-99.9% | $91-89.2% |