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 | $51,437 | $46,072+11.6% | $70,014-26.5% | $55,167-6.8% |
| Participation rate | 69.0% | 67.5%+1.6pp | 71.8%-2.8pp | 69.0%+0.1pp |
| Annual return | 10.19% | 8.68%+1.5pp | 12.99%-2.8pp | 169.23%-159.0pp |
| Employer contribution / active EE | $1,858 | $1,500+23.9% | $2,338-20.5% | $1,963-5.3% |
| Participant deferral / active EE | $3,396 | $2,344+44.9% | $2,931+15.9% | $3,054+11.2% |
| Admin fee / account holder | $48 | $428-88.8% | $4,380-98.9% | $504-90.5% |