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 | $48,569 | $52,884-8.2% | $84,750-42.7% | $55,167-12.0% |
| Participation rate | 41.2% | 67.5%-26.3pp | 76.6%-35.4pp | 69.0%-27.8pp |
| Annual return | 5.39% | 18.03%-12.6pp | 22.78%-17.4pp | 169.23%-163.8pp |
| Employer contribution / active EE | $786 | $2,233-64.8% | $3,574-78.0% | $1,963-59.9% |
| Participant deferral / active EE | $1,252 | $2,644-52.6% | $3,712-66.3% | $3,054-59.0% |
| Admin fee / account holder | $134 | $581-77.0% | $5,332-97.5% | $504-73.5% |