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 | $37,152 | $52,293-29.0% | $178,490-79.2% | $73,409-49.4% |
| Participation rate | 31.6% | 65.3%-33.7pp | 81.9%-50.3pp | 72.2%-40.5pp |
| Annual return | 15.82% | 34.75%-18.9pp | 151.07%-135.2pp | 59.29%-43.5pp |
| Employer contribution / active EE | $747 | $1,735-56.9% | $5,011-85.1% | $2,234-66.5% |
| Participant deferral / active EE | $939 | $2,332-59.7% | $5,202-81.9% | $3,805-75.3% |
| Admin fee / account holder | $248 | $127+95.1% | $13,984-98.2% | $158+57.4% |