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 | $20,072 | $50,498-60.3% | $75,781-73.5% | $55,191-63.6% |
| Participation rate | 52.4% | 69.4%-17.0pp | 75.8%-23.4pp | 69.2%-16.8pp |
| Annual return | -0.58% | 1.80%-2.4pp | 9.68%-10.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $616 | $2,291-73.1% | $3,323-81.5% | $1,899-67.5% |
| Participant deferral / active EE | $1,495 | $2,589-42.3% | $3,651-59.1% | $3,046-50.9% |
| Admin fee / account holder | $69 | $123-44.1% | $5,299-98.7% | $91-24.2% |