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 8-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 | $59,159 | $75,183-21.3% | $123,892-52.2% | $55,167+7.2% |
| Participation rate | 56.8% | 72.8%-16.0pp | 81.4%-24.6pp | 69.0%-12.2pp |
| Annual return | 7.76% | 19.01%-11.2pp | 47.52%-39.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,944 | $5,084+16.9% | $5,984-0.7% | $3,054+94.6% |
| Admin fee / account holder | $4 | $663-99.4% | $8,357-100.0% | $504-99.2% |