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 | $213,707 | $73,638+190.2% | $95,952+122.7% | $73,488+190.8% |
| Participation rate | 50.2% | 76.2%-25.9pp | 77.1%-26.9pp | 70.7%-20.5pp |
| Annual return | 19.68% | 16.78%+2.9pp | 91.61%-71.9pp | 28.51%-8.8pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,373 | $3,617+20.9% | $4,167+4.9% | $3,740+16.9% |
| Admin fee / account holder | $50 | $482-89.6% | $6,795-99.3% | $513-90.3% |