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 | $22,684 | $39,245-42.2% | $64,105-64.6% | $52,331-56.7% |
| Participation rate | 34.6% | 58.2%-23.7pp | 68.2%-33.6pp | 68.1%-33.5pp |
| Annual return | 0.98% | 14.79%-13.8pp | 791.24%-790.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $749 | $736+1.8% | $1,820-58.8% | $1,882-60.2% |
| Participant deferral / active EE | $1,884 | $1,992-5.4% | $2,822-33.2% | $3,022-37.7% |
| Admin fee / account holder | $49 | $592-91.7% | $4,499-98.9% | $592-91.7% |