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 7-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 | $0 | $88,634-100.0% | $101,326-100.0% | $74,304-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 81.5%-81.5pp | 60.3%-60.3pp |
| Annual return | 16.42% | 33.10%-16.7pp | 36.82%-20.4pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,789 | $2,930-39.0% | $3,665-51.2% | $2,241-20.2% |
| Participant deferral / active EE | $5,604 | $7,322-23.5% | $7,994-29.9% | $3,767+48.8% |
| Admin fee / account holder | $0 | $2,425-100.0% | $11,185-100.0% | $2,969-100.0% |