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 | $57,091 | $52,580+8.6% | $71,671-20.3% | $70,131-18.6% |
| Participation rate | 65.8% | 60.9%+4.9pp | 68.7%-3.0pp | 69.5%-3.8pp |
| Annual return | 28.16% | 20.25%+7.9pp | 20.65%+7.5pp | 73.14%-45.0pp |
| Employer contribution / active EE | $2,174 | $1,616+34.5% | $2,460-11.6% | $2,342-7.2% |
| Participant deferral / active EE | $4,422 | $2,386+85.3% | $3,438+28.6% | $3,332+32.7% |
| Admin fee / account holder | $3 | $3,653-99.9% | $5,558-99.9% | $4,645-99.9% |