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 | $16,660 | $37,426-55.5% | $77,482-78.5% | $79,858-79.1% |
| Participation rate | 53.7% | 41.5%+12.2pp | 54.2%-0.5pp | 69.6%-15.9pp |
| Annual return | 19.58% | 39.70%-20.1pp | 54.79%-35.2pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,439 | $637+126.0% | $986+45.8% | $2,471-41.8% |
| Participant deferral / active EE | $2,614 | $1,260+107.5% | $1,861+40.5% | $3,740-30.1% |
| Admin fee / account holder | $7 | $2,504-99.7% | $2,858-99.8% | $5,306-99.9% |