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 | $34,948 | $51,466-32.1% | $78,778-55.6% | $62,292-43.9% |
| Participation rate | 56.7% | 59.8%-3.1pp | 69.2%-12.5pp | 69.5%-12.8pp |
| Annual return | 15.44% | 19.96%-4.5pp | 35.62%-20.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,466 | $2,147-31.7% | $2,958-50.5% | $3,169-53.7% |
| Admin fee / account holder | $14 | $489-97.1% | $5,134-99.7% | $479-97.1% |