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 | $29,699 | $40,174-26.1% | $84,015-64.6% | $67,579-56.1% |
| Participation rate | 48.3% | 62.7%-14.4pp | 69.0%-20.7pp | 71.3%-23.0pp |
| Annual return | 21.74% | 25.82%-4.1pp | 71.31%-49.6pp | 378.56%-356.8pp |
| Employer contribution / active EE | $1,028 | $808+27.2% | $1,983-48.2% | $2,148-52.2% |
| Participant deferral / active EE | $1,508 | $2,301-34.4% | $3,239-53.4% | $3,539-57.4% |
| Admin fee / account holder | $25 | $128-80.6% | $6,101-99.6% | $142-82.5% |