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 | $86,658 | $62,132+39.5% | $185,823-53.4% | $73,488+17.9% |
| Participation rate | 60.1% | 67.8%-7.7pp | 78.0%-17.9pp | 70.7%-10.6pp |
| Annual return | 17.81% | 20.44%-2.6pp | 35.95%-18.1pp | 28.51%-10.7pp |
| Employer contribution / active EE | $3,975 | $1,681+136.4% | $4,087-2.7% | $2,270+75.1% |
| Participant deferral / active EE | $8,068 | $3,711+117.4% | $5,632+43.2% | $3,740+115.7% |
| Admin fee / account holder | $0 | $419-100.0% | $9,500-100.0% | $513-100.0% |