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 | $109,408 | $54,590+100.4% | $81,930+33.5% | $73,488+48.9% |
| Participation rate | 65.8% | 68.3%-2.5pp | 72.0%-6.2pp | 70.7%-4.8pp |
| Annual return | 15.56% | 17.74%-2.2pp | 29.49%-13.9pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,313 | $1,636+41.4% | $4,310-46.3% | $2,270+1.9% |
| Participant deferral / active EE | $4,571 | $2,759+65.7% | $7,107-35.7% | $3,740+22.2% |
| Admin fee / account holder | $53 | $592-91.1% | $5,158-99.0% | $513-89.7% |