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 | $18,436 | $52,293-64.7% | $178,490-89.7% | $73,409-74.9% |
| Participation rate | 61.3% | 65.3%-4.0pp | 81.9%-20.6pp | 72.2%-10.9pp |
| Annual return | 17.44% | 34.75%-17.3pp | 151.07%-133.6pp | 59.29%-41.9pp |
| Employer contribution / active EE | $834 | $1,735-51.9% | $5,011-83.3% | $2,234-62.6% |
| Participant deferral / active EE | $2,490 | $2,332+6.8% | $5,202-52.1% | $3,805-34.6% |
| Admin fee / account holder | $9 | $127-93.2% | $13,984-99.9% | $158-94.5% |