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 | $35,231 | $68,413-48.5% | $123,104-71.4% | $55,191-36.2% |
| Participation rate | 63.2% | 84.5%-21.3pp | 86.8%-23.6pp | 69.2%-6.0pp |
| Annual return | 3.43% | 6.30%-2.9pp | 13.22%-9.8pp | 10.78%-7.4pp |
| Employer contribution / active EE | $4,459 | $3,050+46.2% | $5,151-13.4% | $1,899+134.9% |
| Participant deferral / active EE | $8,477 | $4,490+88.8% | $6,230+36.1% | $3,046+178.3% |
| Admin fee / account holder | $6 | $88-92.9% | $9,015-99.9% | $91-93.1% |