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 | $35,123 | $43,504-19.3% | $68,793-48.9% | $56,287-37.6% |
| Participation rate | 56.0% | 67.8%-11.9pp | 72.2%-16.3pp | 69.9%-13.9pp |
| Annual return | -4.06% | -3.15%-0.9pp | -4.63%+0.6pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,190 | $1,525-22.0% | $2,625-54.7% | $2,111-43.6% |
| Participant deferral / active EE | $2,072 | $2,509-17.4% | $3,311-37.4% | $3,350-38.1% |
| Admin fee / account holder | $17 | $515-96.8% | $5,131-99.7% | $521-96.8% |