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 | $34,626 | $43,423-20.3% | $78,689-56.0% | $55,167-37.2% |
| Participation rate | 42.4% | 68.0%-25.6pp | 73.6%-31.1pp | 69.0%-26.6pp |
| Annual return | 7.20% | 11.53%-4.3pp | 62.18%-55.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,024 | $1,997-48.7% | $2,851-64.1% | $1,963-47.8% |
| Participant deferral / active EE | $1,533 | $2,509-38.9% | $3,517-56.4% | $3,054-49.8% |
| Admin fee / account holder | $11 | $416-97.4% | $4,510-99.8% | $504-97.8% |