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 | $69,331 | $52,279+32.6% | $89,391-22.4% | $79,858-13.2% |
| Participation rate | 65.9% | 57.5%+8.4pp | 68.0%-2.0pp | 69.6%-3.7pp |
| Annual return | 17.14% | 22.16%-5.0pp | 245.62%-228.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,284 | $1,572-18.3% | $2,586-50.3% | $2,471-48.0% |
| Participant deferral / active EE | $4,807 | $2,740+75.4% | $3,890+23.6% | $3,740+28.5% |
| Admin fee / account holder | $12 | $3,356-99.6% | $4,881-99.8% | $5,306-99.8% |