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 | $66,255 | $52,884+25.3% | $84,750-21.8% | $55,167+20.1% |
| Participation rate | 49.3% | 67.5%-18.2pp | 76.6%-27.3pp | 69.0%-19.7pp |
| Annual return | 15.09% | 18.03%-2.9pp | 22.78%-7.7pp | 169.23%-154.1pp |
| Employer contribution / active EE | $1,436 | $2,233-35.7% | $3,574-59.8% | $1,963-26.8% |
| Participant deferral / active EE | $3,272 | $2,644+23.8% | $3,712-11.8% | $3,054+7.1% |
| Admin fee / account holder | $15 | $581-97.3% | $5,332-99.7% | $504-96.9% |