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 | $49,133 | $60,795-19.2% | $69,455-29.3% | $65,185-24.6% |
| Participation rate | 51.7% | 74.9%-23.1pp | 74.6%-22.9pp | 70.2%-18.5pp |
| Annual return | 8.91% | 17.46%-8.5pp | 28.97%-20.1pp | 29.38%-20.5pp |
| Employer contribution / active EE | $843 | $2,452-65.6% | $2,779-69.7% | $2,177-61.3% |
| Participant deferral / active EE | $1,282 | $3,162-59.5% | $3,535-63.7% | $3,514-63.5% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |