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 | $72,639 | $45,035+61.3% | $62,995+15.3% | $70,131+3.6% |
| Participation rate | 42.0% | 69.5%-27.5pp | 74.8%-32.8pp | 69.5%-27.5pp |
| Annual return | 13.96% | 18.76%-4.8pp | 87.57%-73.6pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,075 | $2,465+24.8% | $3,329-7.6% | $3,332-7.7% |
| Admin fee / account holder | $1 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |