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 | $70,504 | $58,512+20.5% | $84,015-16.1% | $72,985-3.4% |
| Participation rate | 59.3% | 61.2%-2.0pp | 69.0%-9.8pp | 69.5%-10.2pp |
| Annual return | 19.01% | 28.93%-9.9pp | 71.31%-52.3pp | 81.00%-62.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,687 | $2,394+12.3% | $3,239-17.0% | $3,607-25.5% |
| Admin fee / account holder | $9 | $4,569-99.8% | $6,101-99.9% | $5,124-99.8% |