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 | $54,210 | $39,122+38.6% | $57,179-5.2% | $62,891-13.8% |
| Participation rate | 66.0% | 70.5%-4.5pp | 75.3%-9.4pp | 69.3%-3.3pp |
| Annual return | 5.64% | 9.23%-3.6pp | 14.59%-8.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,594 | $1,874-14.9% | $2,682-40.6% | $2,281-30.1% |
| Participant deferral / active EE | $2,212 | $2,374-6.8% | $3,096-28.5% | $3,203-30.9% |
| Admin fee / account holder | $170 | $2,592-93.4% | $3,139-94.6% | $4,296-96.0% |