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 | $150,202 | $67,984+120.9% | $65,493+129.3% | $74,304+102.1% |
| Participation rate | 8.3% | 66.3%-58.1pp | 73.1%-64.8pp | 60.3%-52.1pp |
| Annual return | 16.95% | 19.87%-2.9pp | 982.45%-965.5pp | 29.43%-12.5pp |
| Employer contribution / active EE | $4,249 | $2,491+70.6% | $2,574+65.1% | $2,241+89.6% |
| Participant deferral / active EE | $4,942 | $3,346+47.7% | $3,961+24.8% | $3,767+31.2% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |