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 | $52,231 | $46,072+13.4% | $70,014-25.4% | $55,167-5.3% |
| Participation rate | 32.5% | 67.5%-35.0pp | 71.8%-39.3pp | 69.0%-36.5pp |
| Annual return | 17.97% | 8.68%+9.3pp | 12.99%+5.0pp | 169.23%-151.3pp |
| Employer contribution / active EE | $1,141 | $1,500-23.9% | $2,338-51.2% | $1,963-41.9% |
| Participant deferral / active EE | $2,025 | $2,344-13.6% | $2,931-30.9% | $3,054-33.7% |
| Admin fee / account holder | $2 | $428-99.5% | $4,380-100.0% | $504-99.6% |