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 | $72,695 | $56,972+27.6% | $182,532-60.2% | $65,185+11.5% |
| Participation rate | 55.4% | 66.5%-11.2pp | 78.0%-22.6pp | 70.2%-14.8pp |
| Annual return | 23.78% | 27.67%-3.9pp | 148.54%-124.8pp | 29.38%-5.6pp |
| Employer contribution / active EE | $3,817 | $1,615+136.4% | $4,076-6.4% | $2,177+75.3% |
| Participant deferral / active EE | $7,756 | $3,526+119.9% | $5,524+40.4% | $3,514+120.7% |
| Admin fee / account holder | $1 | $528-99.7% | $8,592-100.0% | $847-99.8% |