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 | $22,298 | $50,643-56.0% | $106,619-79.1% | $55,167-59.6% |
| Participation rate | 41.8% | 65.6%-23.8pp | 78.0%-36.2pp | 69.0%-27.2pp |
| Annual return | 9.80% | 7.02%+2.8pp | 9.42%+0.4pp | 169.23%-159.4pp |
| Employer contribution / active EE | $763 | $1,626-53.1% | $3,947-80.7% | $1,963-61.1% |
| Participant deferral / active EE | $1,250 | $2,208-43.4% | $3,930-68.2% | $3,054-59.1% |
| Admin fee / account holder | $76 | $488-84.4% | $6,418-98.8% | $504-84.8% |