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 | $39,434 | $33,745+16.9% | $64,105-38.5% | $55,191-28.6% |
| Participation rate | 59.1% | 59.4%-0.3pp | 68.2%-9.1pp | 69.2%-10.1pp |
| Annual return | 0.04% | 4.95%-4.9pp | 791.24%-791.2pp | 10.78%-10.7pp |
| Employer contribution / active EE | $612 | $641-4.6% | $1,820-66.4% | $1,899-67.8% |
| Participant deferral / active EE | $2,097 | $1,929+8.7% | $2,822-25.7% | $3,046-31.2% |
| Admin fee / account holder | $57 | $94-39.5% | $4,499-98.7% | $91-37.1% |