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 | $58,412 | $47,448+23.1% | $94,993-38.5% | $62,292-6.2% |
| Participation rate | 50.0% | 66.5%-16.5pp | 73.9%-23.9pp | 69.5%-19.5pp |
| Annual return | 18.41% | 22.64%-4.2pp | 27.12%-8.7pp | 28.90%-10.5pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,282 | $2,375+38.2% | $3,317-1.1% | $3,169+3.6% |
| Admin fee / account holder | $4 | $434-99.1% | $4,960-99.9% | $479-99.2% |