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 | $67,157 | $85,766-21.7% | $136,294-50.7% | $70,131-4.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 16.20% | 31.45%-15.3pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $690 | $2,966-76.7% | $4,695-85.3% | $2,342-70.5% |
| Participant deferral / active EE | $4,861 | $5,051-3.8% | $6,247-22.2% | $3,332+45.9% |
| Admin fee / account holder | $251 | $5,420-95.4% | $9,243-97.3% | $4,645-94.6% |