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 | $79,016 | $70,002+12.9% | $115,037-31.3% | $52,331+51.0% |
| Participation rate | 60.0% | 72.1%-12.1pp | 81.4%-21.4pp | 68.1%-8.1pp |
| Annual return | 5.86% | 4.04%+1.8pp | 26.14%-20.3pp | 4.54%+1.3pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,600 | $4,920-6.5% | $6,026-23.7% | $3,022+52.2% |
| Admin fee / account holder | $9 | $566-98.4% | $8,175-99.9% | $592-98.5% |