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 | $37,846 | $39,458-4.1% | $60,547-37.5% | $55,191-31.4% |
| Participation rate | 49.2% | 59.6%-10.4pp | 68.0%-18.8pp | 69.2%-20.0pp |
| Annual return | 1.23% | 3.35%-2.1pp | 335.64%-334.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,432 | $1,210+18.4% | $2,419-40.8% | $1,899-24.6% |
| Participant deferral / active EE | $2,002 | $2,140-6.4% | $3,328-39.8% | $3,046-34.3% |
| Admin fee / account holder | $17 | $95-82.0% | $4,536-99.6% | $91-81.2% |