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 | $15,917 | $58,879-73.0% | $178,490-91.1% | $73,488-78.3% |
| Participation rate | 37.6% | 66.2%-28.6pp | 81.9%-44.3pp | 70.7%-33.1pp |
| Annual return | 22.87% | 24.86%-2.0pp | 151.07%-128.2pp | 28.51%-5.6pp |
| Employer contribution / active EE | $544 | $2,236-75.7% | $5,011-89.1% | $2,270-76.1% |
| Participant deferral / active EE | $1,118 | $2,567-56.5% | $5,202-78.5% | $3,740-70.1% |
| Admin fee / account holder | $165 | $400-58.7% | $13,984-98.8% | $513-67.8% |