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 | $30,855 | $62,586-50.7% | $76,768-59.8% | $64,186-51.9% |
| Participation rate | 69.8% | 72.8%-3.0pp | 77.0%-7.2pp | 69.6%+0.2pp |
| Annual return | -6.19% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,292 | $1,832+25.1% | $2,485-7.8% | $2,381-3.7% |
| Participant deferral / active EE | $2,821 | $3,145-10.3% | $3,852-26.8% | $3,470-18.7% |
| Admin fee / account holder | $14 | $4,667-99.7% | $6,675-99.8% | $4,888-99.7% |