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 | $37,273 | $42,546-12.4% | $71,796-48.1% | $55,167-32.4% |
| Participation rate | 44.9% | 59.1%-14.3pp | 69.1%-24.3pp | 69.0%-24.1pp |
| Annual return | 6.53% | 12.36%-5.8pp | 78.04%-71.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $277 | $803-65.5% | $1,924-85.6% | $1,963-85.9% |
| Participant deferral / active EE | $1,601 | $2,064-22.5% | $2,794-42.7% | $3,054-47.6% |
| Admin fee / account holder | $223 | $650-65.7% | $4,815-95.4% | $504-55.8% |