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 | $47,231 | $41,774+13.1% | $118,925-60.3% | $90,288-47.7% |
| Participation rate | 11.7% | 55.0%-43.3pp | 75.4%-63.7pp | 73.4%-61.7pp |
| Annual return | 14.28% | 16.64%-2.4pp | 35.88%-21.6pp | 53.97%-39.7pp |
| Employer contribution / active EE | $303 | $986-69.2% | $3,263-90.7% | $2,524-88.0% |
| Participant deferral / active EE | $539 | $1,683-68.0% | $4,265-87.4% | $4,232-87.3% |
| Admin fee / account holder | $28 | $85-66.4% | $6,581-99.6% | $114-75.1% |