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 | $32,456 | $49,138-34.0% | $84,015-61.4% | $65,185-50.2% |
| Participation rate | 54.8% | 60.7%-5.9pp | 69.0%-14.2pp | 70.2%-15.4pp |
| Annual return | 21.65% | 23.00%-1.3pp | 71.31%-49.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,443 | $2,397+1.9% | $3,239-24.6% | $3,514-30.5% |
| Admin fee / account holder | $66 | $543-87.8% | $6,101-98.9% | $847-92.2% |