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 | $48,846 | $55,453-11.9% | $170,442-71.3% | $62,292-21.6% |
| Participation rate | 27.7% | 66.4%-38.6pp | 83.6%-55.9pp | 69.5%-41.8pp |
| Annual return | 15.46% | 21.38%-5.9pp | 205.93%-190.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $469 | $2,164-78.3% | $5,433-91.4% | $2,042-77.0% |
| Participant deferral / active EE | $740 | $2,303-67.9% | $4,939-85.0% | $3,169-76.6% |
| Admin fee / account holder | $6 | $455-98.7% | $13,880-100.0% | $479-98.8% |