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 | $34,296 | $50,643-32.3% | $106,619-67.8% | $55,167-37.8% |
| Participation rate | 39.2% | 65.6%-26.4pp | 78.0%-38.8pp | 69.0%-29.8pp |
| Annual return | 7.73% | 7.02%+0.7pp | 9.42%-1.7pp | 169.23%-161.5pp |
| Employer contribution / active EE | $768 | $1,626-52.7% | $3,947-80.5% | $1,963-60.8% |
| Participant deferral / active EE | $1,275 | $2,208-42.2% | $3,930-67.5% | $3,054-58.2% |
| Admin fee / account holder | $9 | $488-98.1% | $6,418-99.9% | $504-98.2% |