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 | $57,615 | $55,636+3.6% | $81,983-29.7% | $73,488-21.6% |
| Participation rate | 26.5% | 62.3%-35.8pp | 69.2%-42.8pp | 70.7%-44.2pp |
| Annual return | 15.51% | 19.07%-3.6pp | 41.31%-25.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $717 | $1,625-55.9% | $2,498-71.3% | $2,270-68.4% |
| Participant deferral / active EE | $1,889 | $2,762-31.6% | $3,722-49.3% | $3,740-49.5% |
| Admin fee / account holder | $0 | $493-100.0% | $5,664-100.0% | $513-100.0% |