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 | $23,340 | $54,045-56.8% | $115,157-79.7% | $65,185-64.2% |
| Participation rate | 45.9% | 63.5%-17.6pp | 75.9%-30.0pp | 70.2%-24.3pp |
| Annual return | 25.80% | 26.55%-0.8pp | 35.60%-9.8pp | 29.38%-3.6pp |
| Employer contribution / active EE | $1,040 | $1,653-37.1% | $3,179-67.3% | $2,177-52.2% |
| Participant deferral / active EE | $1,881 | $2,504-24.9% | $4,168-54.9% | $3,514-46.5% |
| Admin fee / account holder | $71 | $626-88.6% | $7,088-99.0% | $847-91.6% |