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 7-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 | $20,042 | $39,948-49.8% | $89,391-77.6% | $73,409-72.7% |
| Participation rate | 44.1% | 50.4%-6.3pp | 68.0%-23.9pp | 72.2%-28.1pp |
| Annual return | 15.99% | 50.12%-34.1pp | 245.62%-229.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $790 | $1,200-34.1% | $2,586-69.4% | $2,234-64.6% |
| Participant deferral / active EE | $1,327 | $2,193-39.5% | $3,890-65.9% | $3,805-65.1% |
| Admin fee / account holder | $36 | $134-72.9% | $4,881-99.3% | $158-77.0% |