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 | $229,536 | $60,795+277.6% | $69,455+230.5% | $65,185+252.1% |
| Participation rate | 17.7% | 74.9%-57.2pp | 74.6%-56.9pp | 70.2%-52.5pp |
| Annual return | 7.53% | 17.46%-9.9pp | 28.97%-21.4pp | 29.38%-21.9pp |
| Employer contribution / active EE | $3,115 | $2,452+27.0% | $2,779+12.1% | $2,177+43.1% |
| Participant deferral / active EE | $5,932 | $3,162+87.6% | $3,535+67.8% | $3,514+68.8% |
| Admin fee / account holder | $284 | $314-9.5% | $3,839-92.6% | $847-66.5% |