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 | $23,116 | $42,548-45.7% | $74,550-69.0% | $56,287-58.9% |
| Participation rate | 67.1% | 60.5%+6.7pp | 69.1%-2.0pp | 69.9%-2.7pp |
| Annual return | -5.92% | 12.40%-18.3pp | 32.53%-38.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,709 | $855+99.9% | $1,961-12.8% | $2,111-19.0% |
| Participant deferral / active EE | $2,349 | $2,277+3.2% | $3,108-24.4% | $3,350-29.9% |
| Admin fee / account holder | $15 | $467-96.8% | $5,060-99.7% | $521-97.1% |