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 | $70,568 | $77,813-9.3% | $123,544-42.9% | $64,186+9.9% |
| Participation rate | 49.0% | 74.7%-25.7pp | 82.3%-33.3pp | 69.6%-20.6pp |
| Annual return | -5.03% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,701 | $3,014+22.8% | $4,628-20.0% | $2,381+55.5% |
| Participant deferral / active EE | $8,399 | $5,240+60.3% | $6,426+30.7% | $3,470+142.1% |
| Admin fee / account holder | $65 | $5,519-98.8% | $9,284-99.3% | $4,888-98.7% |