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 | $32,425 | $29,369+10.4% | $77,482-58.2% | $73,409-55.8% |
| Participation rate | 22.8% | 37.9%-15.1pp | 54.2%-31.4pp | 72.2%-49.4pp |
| Annual return | 15.68% | 358.15%-342.5pp | 54.79%-39.1pp | 59.29%-43.6pp |
| Employer contribution / active EE | $458 | $406+12.9% | $986-53.5% | $2,234-79.5% |
| Participant deferral / active EE | $959 | $941+1.9% | $1,861-48.5% | $3,805-74.8% |
| Admin fee / account holder | $8 | $123-93.3% | $2,858-99.7% | $158-94.8% |