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 | $64,857 | $76,050-14.7% | $96,544-32.8% | $71,457-9.2% |
| Participation rate | 38.3% | 74.4%-36.1pp | 76.0%-37.7pp | 67.9%-29.6pp |
| Annual return | 22.89% | 22.81%+0.1pp | 25.84%-2.9pp | 28.85%-6.0pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,433 | $4,215-42.3% | $4,851-49.9% | $4,289-43.3% |
| Admin fee / account holder | $64 | $2,707-97.6% | $8,252-99.2% | $1,587-96.0% |