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 | $39,135 | $50,464-22.4% | $75,781-48.4% | $52,331-25.2% |
| Participation rate | 43.7% | 66.8%-23.1pp | 75.8%-32.1pp | 68.1%-24.4pp |
| Annual return | -0.33% | 1.03%-1.4pp | 9.68%-10.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,334 | $1,988-32.9% | $3,323-59.9% | $1,882-29.1% |
| Participant deferral / active EE | $2,191 | $2,570-14.8% | $3,651-40.0% | $3,022-27.5% |
| Admin fee / account holder | $55 | $1,103-95.0% | $5,299-99.0% | $592-90.7% |