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 9-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 | $43,174 | $67,166-35.7% | $57,343-24.7% | $55,191-21.8% |
| Participation rate | 30.1% | 77.7%-47.6pp | 75.1%-45.0pp | 69.2%-39.1pp |
| Annual return | 1.27% | 4.22%-2.9pp | 24.39%-23.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,654 | $2,835-41.7% | $3,162-47.7% | $3,046-45.7% |
| Admin fee / account holder | $34 | $44-21.5% | $3,356-99.0% | $91-62.3% |