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 | $31,408 | $50,820-38.2% | $155,567-79.8% | $77,671-59.6% |
| Participation rate | 28.9% | 63.1%-34.2pp | 78.2%-49.3pp | 70.6%-41.7pp |
| Annual return | 13.11% | 34.85%-21.7pp | 64.74%-51.6pp | 31.21%-18.1pp |
| Employer contribution / active EE | $1,094 | $1,993-45.1% | $4,674-76.6% | $2,726-59.9% |
| Participant deferral / active EE | $1,528 | $2,823-45.9% | $5,628-72.9% | $4,648-67.1% |
| Admin fee / account holder | $257 | $436-41.0% | $15,916-98.4% | $430-40.3% |