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 | $61,115 | $81,474-25.0% | $133,956-54.4% | $73,488-16.8% |
| Participation rate | 31.8% | 76.4%-44.5pp | 79.8%-48.0pp | 70.7%-38.8pp |
| Annual return | 27.71% | 19.40%+8.3pp | 45.09%-17.4pp | 28.51%-0.8pp |
| Employer contribution / active EE | $709 | $2,209-67.9% | $3,919-81.9% | $2,270-68.8% |
| Participant deferral / active EE | $2,116 | $3,786-44.1% | $5,048-58.1% | $3,740-43.4% |
| Admin fee / account holder | $13 | $713-98.1% | $8,927-99.9% | $513-97.4% |