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 8-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 | $46,430 | $67,703-31.4% | $127,761-63.7% | $65,185-28.8% |
| Participation rate | 69.6% | 74.5%-4.9pp | 79.0%-9.4pp | 70.2%-0.6pp |
| Annual return | 26.03% | 24.36%+1.7pp | 26.14%-0.1pp | 29.38%-3.4pp |
| Employer contribution / active EE | $1,903 | $3,724-48.9% | $4,574-58.4% | $2,177-12.6% |
| Participant deferral / active EE | $3,423 | $4,787-28.5% | $6,021-43.2% | $3,514-2.6% |
| Admin fee / account holder | $36 | $618-94.2% | $9,395-99.6% | $847-95.8% |