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 | $14,071 | $31,388-55.2% | $73,545-80.9% | $62,292-77.4% |
| Participation rate | 32.3% | 39.9%-7.6pp | 54.9%-22.7pp | 69.5%-37.2pp |
| Annual return | 15.66% | 25.34%-9.7pp | -15.16%+30.8pp | 28.90%-13.2pp |
| Employer contribution / active EE | $388 | $498-22.1% | $1,219-68.2% | $2,042-81.0% |
| Participant deferral / active EE | $490 | $1,028-52.4% | $1,806-72.9% | $3,169-84.6% |
| Admin fee / account holder | $74 | $299-75.2% | $2,320-96.8% | $479-84.5% |