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 | $67,059 | $55,449+20.9% | $83,848-20.0% | $56,287+19.1% |
| Participation rate | 57.7% | 68.0%-10.3pp | 76.1%-18.5pp | 69.9%-12.2pp |
| Annual return | -3.22% | -1.38%-1.8pp | 850.88%-854.1pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,478 | $2,430-39.2% | $3,631-59.3% | $2,111-30.0% |
| Participant deferral / active EE | $2,376 | $2,935-19.1% | $4,082-41.8% | $3,350-29.1% |
| Admin fee / account holder | $41 | $656-93.7% | $5,478-99.2% | $521-92.1% |