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 | $52,737 | $63,114-16.4% | $92,893-43.2% | $65,185-19.1% |
| Participation rate | 54.8% | 68.8%-14.0pp | 76.0%-21.2pp | 70.2%-15.4pp |
| Annual return | 25.53% | 28.75%-3.2pp | 109.41%-83.9pp | 29.38%-3.8pp |
| Employer contribution / active EE | $1,893 | $2,571-26.4% | $3,653-48.2% | $2,177-13.0% |
| Participant deferral / active EE | $3,809 | $3,108+22.6% | $4,236-10.1% | $3,514+8.4% |
| Admin fee / account holder | $101 | $624-83.8% | $5,794-98.3% | $847-88.1% |