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 | $60,407 | $39,122+54.4% | $57,179+5.6% | $62,891-3.9% |
| Participation rate | 39.4% | 70.5%-31.1pp | 75.3%-35.9pp | 69.3%-29.9pp |
| Annual return | 6.12% | 9.23%-3.1pp | 14.59%-8.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,888 | $2,374+21.7% | $3,096-6.7% | $3,203-9.8% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |