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 | $40,556 | $58,879-31.1% | $178,490-77.3% | $73,488-44.8% |
| Participation rate | 45.3% | 66.2%-20.9pp | 81.9%-36.6pp | 70.7%-25.4pp |
| Annual return | 16.66% | 24.86%-8.2pp | 151.07%-134.4pp | 28.51%-11.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,229 | $2,567-13.2% | $5,202-57.1% | $3,740-40.4% |
| Admin fee / account holder | $6 | $400-98.6% | $13,984-100.0% | $513-98.9% |