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 | $43,585 | $73,102-40.4% | $123,544-64.7% | $56,287-22.6% |
| Participation rate | 61.5% | 74.3%-12.9pp | 82.3%-20.8pp | 69.9%-8.4pp |
| Annual return | -5.40% | 3.01%-8.4pp | 119.20%-124.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,047 | $2,977-31.2% | $4,628-55.8% | $2,111-3.0% |
| Participant deferral / active EE | $3,435 | $5,423-36.7% | $6,426-46.5% | $3,350+2.5% |
| Admin fee / account holder | $21 | $554-96.2% | $9,284-99.8% | $521-96.0% |