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 | $18,398 | $46,732-60.6% | $156,549-88.2% | $55,167-66.7% |
| Participation rate | 67.6% | 65.8%+1.8pp | 84.0%-16.4pp | 69.0%-1.4pp |
| Annual return | 9.72% | 17.72%-8.0pp | 32.23%-22.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $727 | $2,105-65.5% | $5,501-86.8% | $1,963-62.9% |
| Participant deferral / active EE | $2,538 | $2,204+15.2% | $4,871-47.9% | $3,054-16.9% |
| Admin fee / account holder | $14 | $418-96.7% | $13,027-99.9% | $504-97.3% |