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 | $94,571 | $58,512+61.6% | $84,015+12.6% | $72,985+29.6% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 18.74% | 28.93%-10.2pp | 71.31%-52.6pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,086 | $1,163-6.6% | $1,983-45.3% | $2,440-55.5% |
| Participant deferral / active EE | $2,933 | $2,394+22.5% | $3,239-9.4% | $3,607-18.7% |
| Admin fee / account holder | $96 | $4,569-97.9% | $6,101-98.4% | $5,124-98.1% |