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 | $43,420 | $52,884-17.9% | $84,750-48.8% | $55,167-21.3% |
| Participation rate | 44.8% | 67.5%-22.7pp | 76.6%-31.8pp | 69.0%-24.2pp |
| Annual return | 8.15% | 18.03%-9.9pp | 22.78%-14.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,439 | $2,233-35.6% | $3,574-59.7% | $1,963-26.7% |
| Participant deferral / active EE | $2,798 | $2,644+5.8% | $3,712-24.6% | $3,054-8.4% |
| Admin fee / account holder | $13 | $581-97.8% | $5,332-99.8% | $504-97.4% |