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 | $54,898 | $50,385+9.0% | $75,670-27.5% | $62,292-11.9% |
| Participation rate | 45.1% | 67.7%-22.6pp | 72.3%-27.3pp | 69.5%-24.4pp |
| Annual return | 17.56% | 19.90%-2.3pp | 27.34%-9.8pp | 28.90%-11.3pp |
| Employer contribution / active EE | $558 | $1,537-63.7% | $2,352-76.3% | $2,042-72.7% |
| Participant deferral / active EE | $2,827 | $2,445+15.6% | $3,142-10.0% | $3,169-10.8% |
| Admin fee / account holder | $8 | $384-97.9% | $5,800-99.9% | $479-98.3% |