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 | $79,304 | $47,944+65.4% | $67,834+16.9% | $62,891+26.1% |
| Participation rate | 34.0% | 61.1%-27.0pp | 68.8%-34.8pp | 69.3%-35.3pp |
| Annual return | 9.39% | 11.77%-2.4pp | 138.47%-129.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $752 | $1,562-51.9% | $2,403-68.7% | $2,281-67.1% |
| Participant deferral / active EE | $1,939 | $2,247-13.7% | $3,160-38.6% | $3,203-39.5% |
| Admin fee / account holder | $0 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |