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 | $27,433 | $52,293-47.5% | $178,490-84.6% | $73,409-62.6% |
| Participation rate | 50.5% | 65.3%-14.8pp | 81.9%-31.4pp | 72.2%-21.6pp |
| Annual return | 17.79% | 34.75%-17.0pp | 151.07%-133.3pp | 59.29%-41.5pp |
| Employer contribution / active EE | $1,284 | $1,735-26.0% | $5,011-74.4% | $2,234-42.5% |
| Participant deferral / active EE | $2,227 | $2,332-4.5% | $5,202-57.2% | $3,805-41.5% |
| Admin fee / account holder | $17 | $127-87.0% | $13,984-99.9% | $158-89.5% |