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 6-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 | $93,557 | $85,135+9.9% | $98,907-5.4% | $73,409+27.4% |
| Participation rate | 49.0% | 81.1%-32.1pp | 76.0%-27.0pp | 72.2%-23.2pp |
| Annual return | 13.52% | 19.14%-5.6pp | 196.43%-182.9pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,452 | $2,721-46.6% | $2,689-46.0% | $2,234-35.0% |
| Participant deferral / active EE | $2,899 | $4,349-33.3% | $4,244-31.7% | $3,805-23.8% |
| Admin fee / account holder | $107 | $139-22.8% | $6,642-98.4% | $158-31.9% |