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 | $57,527 | $57,921-0.7% | $84,750-32.1% | $57,658-0.2% |
| Participation rate | 44.5% | 72.9%-28.5pp | 76.6%-32.1pp | 70.2%-25.7pp |
| Annual return | 7.12% | 10.24%-3.1pp | 22.78%-15.7pp | 5.13%+2.0pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $6,497 | $2,742+136.9% | $3,712+75.0% | $3,061+112.3% |
| Admin fee / account holder | $0 | $130-99.9% | $5,332-100.0% | $95-99.8% |