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 | $40,940 | $59,186-30.8% | $76,768-46.7% | $56,287-27.3% |
| Participation rate | 45.1% | 75.2%-30.1pp | 77.0%-31.9pp | 69.9%-24.8pp |
| Annual return | 8.35% | 6.62%+1.7pp | 2.43%+5.9pp | -9.96%+18.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,203 | $3,255-32.3% | $3,852-42.8% | $3,350-34.2% |
| Admin fee / account holder | $95 | $489-80.6% | $6,675-98.6% | $521-81.8% |