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 | $20,927 | $37,117-43.6% | $147,614-85.8% | $55,191-62.1% |
| Participation rate | 37.4% | 63.6%-26.2pp | 84.6%-47.2pp | 69.2%-31.7pp |
| Annual return | 0.09% | 3.44%-3.4pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $271 | $1,620-83.3% | $5,564-95.1% | $1,899-85.7% |
| Participant deferral / active EE | $1,137 | $1,985-42.8% | $4,895-76.8% | $3,046-62.7% |
| Admin fee / account holder | $45 | $86-47.5% | $11,611-99.6% | $91-50.5% |