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 | $23,911 | $58,879-59.4% | $178,490-86.6% | $73,488-67.5% |
| Participation rate | 54.8% | 66.2%-11.4pp | 81.9%-27.1pp | 70.7%-15.9pp |
| Annual return | 15.15% | 24.86%-9.7pp | 151.07%-135.9pp | 28.51%-13.4pp |
| Employer contribution / active EE | $406 | $2,236-81.8% | $5,011-91.9% | $2,270-82.1% |
| Participant deferral / active EE | $1,048 | $2,567-59.2% | $5,202-79.9% | $3,740-72.0% |
| Admin fee / account holder | $36 | $400-90.9% | $13,984-99.7% | $513-92.9% |