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 | $70,715 | $50,385+40.3% | $75,670-6.5% | $62,292+13.5% |
| Participation rate | 29.8% | 67.7%-37.9pp | 72.3%-42.6pp | 69.5%-39.7pp |
| Annual return | 22.51% | 19.90%+2.6pp | 27.34%-4.8pp | 28.90%-6.4pp |
| Employer contribution / active EE | $1,015 | $1,537-34.0% | $2,352-56.8% | $2,042-50.3% |
| Participant deferral / active EE | $2,003 | $2,445-18.1% | $3,142-36.2% | $3,169-36.8% |
| Admin fee / account holder | $209 | $384-45.5% | $5,800-96.4% | $479-56.4% |