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 | $30,800 | $39,859-22.7% | $78,689-60.9% | $57,658-46.6% |
| Participation rate | 55.6% | 66.1%-10.5pp | 73.6%-18.0pp | 70.2%-14.6pp |
| Annual return | 12.83% | 18.96%-6.1pp | 62.18%-49.3pp | 5.13%+7.7pp |
| Employer contribution / active EE | $690 | $1,786-61.3% | $2,851-75.8% | $1,974-65.0% |
| Participant deferral / active EE | $3,333 | $2,248+48.2% | $3,517-5.2% | $3,061+8.9% |
| Admin fee / account holder | $43 | $76-44.1% | $4,510-99.1% | $95-54.9% |