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 | $50,525 | $65,376-22.7% | $87,100-42.0% | $65,185-22.5% |
| Participation rate | 45.8% | 75.3%-29.5pp | 76.9%-31.1pp | 70.2%-24.4pp |
| Annual return | 20.94% | 31.27%-10.3pp | 28.19%-7.2pp | 29.38%-8.4pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,202 | $3,388-35.0% | $4,049-45.6% | $3,514-37.3% |
| Admin fee / account holder | $188 | $520-63.8% | $7,497-97.5% | $847-77.8% |