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 | $36,500 | $30,555+19.5% | $80,716-54.8% | $86,799-57.9% |
| Participation rate | 21.5% | 37.2%-15.7pp | 54.2%-32.6pp | 72.3%-50.8pp |
| Annual return | 13.25% | 30.35%-17.1pp | 87.28%-74.0pp | 97.91%-84.7pp |
| Employer contribution / active EE | $475 | $472+0.7% | $1,160-59.0% | $2,405-80.2% |
| Participant deferral / active EE | $963 | $1,050-8.2% | $2,146-55.1% | $4,131-76.7% |
| Admin fee / account holder | $6 | $135-95.8% | $3,380-99.8% | $170-96.6% |