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 | $145,588 | $100,801+44.4% | $149,696-2.7% | $73,409+98.3% |
| Participation rate | 69.0% | 77.7%-8.7pp | 82.5%-13.5pp | 72.2%-3.2pp |
| Annual return | 24.41% | 265.34%-240.9pp | 276.60%-252.2pp | 59.29%-34.9pp |
| Employer contribution / active EE | $2,973 | $3,312-10.2% | $4,644-36.0% | $2,234+33.1% |
| Participant deferral / active EE | $5,196 | $6,404-18.9% | $6,842-24.1% | $3,805+36.5% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |