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 | $12,614 | $32,425-61.1% | $74,583-83.1% | $55,167-77.1% |
| Participation rate | 37.0% | 54.0%-17.0pp | 68.1%-31.1pp | 69.0%-32.0pp |
| Annual return | 9.91% | 10.63%-0.7pp | 20.47%-10.6pp | 169.23%-159.3pp |
| Employer contribution / active EE | $599 | $1,043-42.6% | $2,525-76.3% | $1,963-69.5% |
| Participant deferral / active EE | $1,034 | $1,995-48.2% | $3,458-70.1% | $3,054-66.2% |
| Admin fee / account holder | $13 | $748-98.3% | $4,138-99.7% | $504-97.5% |