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 | $55,568 | $55,002+1.0% | $59,878-7.2% | $56,287-1.3% |
| Participation rate | 58.5% | 75.9%-17.4pp | 74.7%-16.2pp | 69.9%-11.4pp |
| Annual return | 11.07% | 1.13%+9.9pp | 3.46%+7.6pp | -9.96%+21.0pp |
| Employer contribution / active EE | $909 | $2,448-62.8% | $2,722-66.6% | $2,111-56.9% |
| Participant deferral / active EE | $1,404 | $3,121-55.0% | $3,402-58.7% | $3,350-58.1% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |