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 | $19,943 | $54,762-63.6% | $90,281-77.9% | $72,985-72.7% |
| Participation rate | 38.5% | 65.1%-26.7pp | 73.3%-34.8pp | 69.5%-31.0pp |
| Annual return | 21.37% | 30.63%-9.3pp | 78.10%-56.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $447 | $2,092-78.6% | $2,854-84.3% | $2,440-81.7% |
| Participant deferral / active EE | $994 | $2,887-65.6% | $3,885-74.4% | $3,607-72.4% |
| Admin fee / account holder | $33 | $3,972-99.2% | $5,351-99.4% | $5,124-99.4% |