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 | $15,582 | $31,424-50.4% | $81,478-80.9% | $69,631-77.6% |
| Participation rate | 56.8% | 50.8%+5.9pp | 68.0%-11.2pp | 70.7%-13.9pp |
| Annual return | 15.12% | 22.44%-7.3pp | 38.78%-23.7pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $491 | $1,029-52.2% | $2,568-80.9% | $2,032-75.8% |
| Participant deferral / active EE | $1,469 | $1,838-20.1% | $3,537-58.5% | $3,224-54.4% |
| Admin fee / account holder | $1 | $103-99.1% | $4,561-100.0% | $110-99.2% |