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 | $159,982 | $82,279+94.4% | $77,999+105.1% | $63,975+150.1% |
| Participation rate | 69.7% | 84.7%-15.0pp | 75.5%-5.9pp | 71.1%-1.5pp |
| Annual return | 8.33% | 11.20%-2.9pp | 425.96%-417.6pp | 48.65%-40.3pp |
| Employer contribution / active EE | $4,463 | $3,297+35.4% | $2,470+80.7% | $2,182+104.6% |
| Participant deferral / active EE | $3,782 | $4,538-16.7% | $3,497+8.1% | $3,356+12.7% |
| Admin fee / account holder | $0 | $81-100.0% | $5,480-100.0% | $70-100.0% |