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 | $53,365 | $40,256+32.6% | $57,343-6.9% | $59,632-10.5% |
| Participation rate | 60.8% | 69.2%-8.4pp | 75.1%-14.3pp | 68.7%-7.8pp |
| Annual return | 42.14% | 27.49%+14.6pp | 24.39%+17.7pp | 2041.28%-1999.1pp |
| Employer contribution / active EE | $1,413 | $1,922-26.5% | $2,689-47.4% | $2,203-35.8% |
| Participant deferral / active EE | $1,978 | $2,399-17.6% | $3,162-37.5% | $3,192-38.0% |
| Admin fee / account holder | $164 | $2,818-94.2% | $3,356-95.1% | $4,297-96.2% |