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 | $49,861 | $60,795-18.0% | $69,455-28.2% | $65,185-23.5% |
| Participation rate | 24.1% | 74.9%-50.8pp | 74.6%-50.6pp | 70.2%-46.1pp |
| Annual return | 15.18% | 17.46%-2.3pp | 28.97%-13.8pp | 29.38%-14.2pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,438 | $3,162-54.5% | $3,535-59.3% | $3,514-59.1% |
| Admin fee / account holder | $28 | $314-91.0% | $3,839-99.3% | $847-96.7% |