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 | $31,532 | $46,732-32.5% | $156,549-79.9% | $55,167-42.8% |
| Participation rate | 32.9% | 65.8%-32.9pp | 84.0%-51.2pp | 69.0%-36.1pp |
| Annual return | 7.96% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $672 | $2,105-68.1% | $5,501-87.8% | $1,963-65.7% |
| Participant deferral / active EE | $1,086 | $2,204-50.8% | $4,871-77.7% | $3,054-64.5% |
| Admin fee / account holder | $153 | $418-63.4% | $13,027-98.8% | $504-69.6% |