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 | $58,925 | $57,976+1.6% | $62,995-6.5% | $62,292-5.4% |
| Participation rate | 65.5% | 75.9%-10.4pp | 74.8%-9.3pp | 69.5%-4.0pp |
| Annual return | 16.57% | 17.54%-1.0pp | 87.57%-71.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,454 | $2,415-39.8% | $2,759-47.3% | $2,042-28.8% |
| Participant deferral / active EE | $2,150 | $2,956-27.3% | $3,329-35.4% | $3,169-32.2% |
| Admin fee / account holder | $166 | $276-39.7% | $3,600-95.4% | $479-65.3% |