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 | $47,192 | $65,322-27.8% | $70,449-33.0% | $73,488-35.8% |
| Participation rate | 25.2% | 77.0%-51.8pp | 75.1%-49.9pp | 70.7%-45.5pp |
| Annual return | 8.46% | 15.71%-7.2pp | 109.03%-100.6pp | 28.51%-20.0pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,442 | $3,375-57.3% | $3,709-61.1% | $3,740-61.4% |
| Admin fee / account holder | $50 | $214-76.4% | $3,845-98.7% | $513-90.2% |