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 | $39,581 | $35,485+11.5% | $74,550-46.9% | $55,725-29.0% |
| Participation rate | 69.1% | 62.5%+6.6pp | 69.1%0pp | 70.9%-1.7pp |
| Annual return | -4.60% | 0.72%-5.3pp | 32.53%-37.1pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,172 | $777+50.8% | $1,961-40.2% | $2,078-43.6% |
| Participant deferral / active EE | $1,389 | $2,181-36.3% | $3,108-55.3% | $3,356-58.6% |
| Admin fee / account holder | $92 | $114-19.8% | $5,060-98.2% | $115-20.4% |