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 | $54,953 | $65,322-15.9% | $70,449-22.0% | $73,488-25.2% |
| Participation rate | 63.0% | 77.0%-14.0pp | 75.1%-12.1pp | 70.7%-7.7pp |
| Annual return | 13.80% | 15.71%-1.9pp | 109.03%-95.2pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,097 | $2,460-55.4% | $2,737-59.9% | $2,270-51.7% |
| Participant deferral / active EE | $1,676 | $3,375-50.3% | $3,709-54.8% | $3,740-55.2% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |