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 | $59,992 | $42,546+41.0% | $71,796-16.4% | $55,167+8.7% |
| Participation rate | 53.8% | 59.1%-5.3pp | 69.1%-15.3pp | 69.0%-15.2pp |
| Annual return | 6.21% | 12.36%-6.2pp | 78.04%-71.8pp | 169.23%-163.0pp |
| Employer contribution / active EE | $370 | $803-53.9% | $1,924-80.8% | $1,963-81.1% |
| Participant deferral / active EE | $2,332 | $2,064+13.0% | $2,794-16.5% | $3,054-23.6% |
| Admin fee / account holder | $4 | $650-99.4% | $4,815-99.9% | $504-99.3% |