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 | $68,300 | $95,762-28.7% | $379,746-82.0% | $79,858-14.5% |
| Participation rate | 65.9% | 74.0%-8.1pp | 78.4%-12.5pp | 69.6%-3.7pp |
| Annual return | 16.99% | 18.26%-1.3pp | 34.90%-17.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,678 | $2,695-0.6% | $3,540-24.3% | $2,471+8.4% |
| Participant deferral / active EE | $5,426 | $4,705+15.3% | $6,024-9.9% | $3,740+45.1% |
| Admin fee / account holder | $39 | $6,745-99.4% | $7,927-99.5% | $5,306-99.3% |