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 | $32,509 | $84,233-61.4% | $170,442-80.9% | $70,131-53.6% |
| Participation rate | 57.9% | 70.8%-12.9pp | 83.6%-25.7pp | 69.5%-11.6pp |
| Annual return | 42.50% | 23.06%+19.4pp | 205.93%-163.4pp | 73.14%-30.6pp |
| Employer contribution / active EE | $542 | $3,387-84.0% | $5,433-90.0% | $2,342-76.8% |
| Participant deferral / active EE | $857 | $3,086-72.2% | $4,939-82.6% | $3,332-74.3% |
| Admin fee / account holder | $135 | $5,698-97.6% | $13,880-99.0% | $4,645-97.1% |