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 | $32,198 | $67,606-52.4% | $82,313-60.9% | $70,131-54.1% |
| Participation rate | 64.1% | 72.8%-8.6pp | 76.9%-12.8pp | 69.5%-5.4pp |
| Annual return | 12.20% | 21.57%-9.4pp | 25.88%-13.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $2,005 | $1,755+14.2% | $2,428-17.4% | $2,342-14.4% |
| Participant deferral / active EE | $2,363 | $2,987-20.9% | $3,706-36.2% | $3,332-29.1% |
| Admin fee / account holder | $12 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |