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 9-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 | $35,511 | $67,166-47.1% | $57,343-38.1% | $55,191-35.7% |
| Participation rate | 21.9% | 77.7%-55.8pp | 75.1%-53.2pp | 69.2%-47.2pp |
| Annual return | 2.18% | 4.22%-2.0pp | 24.39%-22.2pp | 10.78%-8.6pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,193 | $2,835-57.9% | $3,162-62.3% | $3,046-60.9% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |