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 | $58,581 | $70,908-17.4% | $98,907-40.8% | $73,488-20.3% |
| Participation rate | 45.3% | 73.8%-28.5pp | 76.0%-30.8pp | 70.7%-25.4pp |
| Annual return | 14.11% | 34.17%-20.1pp | 196.43%-182.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $766 | $2,036-62.4% | $2,689-71.5% | $2,270-66.2% |
| Participant deferral / active EE | $1,598 | $3,500-54.4% | $4,244-62.4% | $3,740-57.3% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |