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 | $86,825 | $73,638+17.9% | $95,952-9.5% | $73,488+18.1% |
| Participation rate | 62.4% | 76.2%-13.8pp | 77.1%-14.7pp | 70.7%-8.3pp |
| Annual return | 16.17% | 16.78%-0.6pp | 91.61%-75.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $994 | $1,863-46.7% | $2,541-60.9% | $2,270-56.2% |
| Participant deferral / active EE | $2,141 | $3,617-40.8% | $4,167-48.6% | $3,740-42.7% |
| Admin fee / account holder | $26 | $482-94.6% | $6,795-99.6% | $513-95.0% |