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 | $45,569 | $80,753-43.6% | $136,294-66.6% | $62,292-26.8% |
| Participation rate | 48.9% | 73.5%-24.7pp | 81.9%-33.0pp | 69.5%-20.6pp |
| Annual return | 21.77% | 35.83%-14.1pp | 5155.94%-5134.2pp | 28.90%-7.1pp |
| Employer contribution / active EE | $1,648 | $2,884-42.8% | $4,695-64.9% | $2,042-19.3% |
| Participant deferral / active EE | $5,901 | $5,164+14.3% | $6,247-5.5% | $3,169+86.2% |
| Admin fee / account holder | $4 | $525-99.3% | $9,243-100.0% | $479-99.3% |