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 | $39,443 | $38,989+1.2% | $117,039-66.3% | $77,958-49.4% |
| Participation rate | 27.2% | 57.0%-29.8pp | 77.2%-50.0pp | 71.6%-44.5pp |
| Annual return | 17.67% | 20.61%-2.9pp | 18.95%-1.3pp | 20.87%-3.2pp |
| Employer contribution / active EE | $1,242 | $1,026+21.0% | $3,785-67.2% | $2,310-46.2% |
| Participant deferral / active EE | $2,587 | $1,621+59.6% | $3,929-34.2% | $3,537-26.8% |
| Admin fee / account holder | $0 | $76-100.0% | $5,974-100.0% | $97-100.0% |