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 | $68,991 | $71,192-3.1% | $117,854-41.5% | $62,292+10.8% |
| Participation rate | 40.5% | 74.2%-33.7pp | 79.7%-39.2pp | 69.5%-29.0pp |
| Annual return | 15.72% | 18.66%-2.9pp | 335.08%-319.4pp | 28.90%-13.2pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,060 | $3,189-4.0% | $4,482-31.7% | $3,169-3.5% |
| Admin fee / account holder | $86 | $587-85.4% | $8,020-98.9% | $479-82.1% |