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 | $71,343 | $43,504+64.0% | $68,793+3.7% | $56,287+26.7% |
| Participation rate | 64.6% | 67.8%-3.3pp | 72.2%-7.6pp | 69.9%-5.3pp |
| Annual return | -2.79% | -3.15%+0.4pp | -4.63%+1.8pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,081 | $1,525+36.4% | $2,625-20.7% | $2,111-1.4% |
| Participant deferral / active EE | $4,149 | $2,509+65.4% | $3,311+25.3% | $3,350+23.9% |
| Admin fee / account holder | $73 | $515-85.8% | $5,131-98.6% | $521-85.9% |