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 | $39,384 | $69,362-43.2% | $101,248-61.1% | $73,488-46.4% |
| Participation rate | 65.8% | 68.4%-2.6pp | 75.8%-10.0pp | 70.7%-4.9pp |
| Annual return | 14.41% | 18.46%-4.0pp | 46.47%-32.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,206 | $3,300-33.2% | $4,370-49.5% | $3,740-41.0% |
| Admin fee / account holder | $7 | $704-99.0% | $5,945-99.9% | $513-98.6% |