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 | $30,975 | $61,156-49.4% | $185,823-83.3% | $79,386-61.0% |
| Participation rate | 33.6% | 66.6%-33.1pp | 81.7%-48.1pp | 70.7%-37.1pp |
| Annual return | 13.43% | 19.45%-6.0pp | 122.05%-108.6pp | 116.85%-103.4pp |
| Employer contribution / active EE | $473 | $2,321-79.6% | $5,167-90.9% | $2,427-80.5% |
| Participant deferral / active EE | $1,523 | $2,789-45.4% | $5,568-72.6% | $4,046-62.3% |
| Admin fee / account holder | $125 | $710-82.4% | $16,237-99.2% | $626-80.1% |