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 9-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 | $43,064 | $52,639-18.2% | $185,117-76.7% | $62,292-30.9% |
| Participation rate | 59.1% | 63.9%-4.8pp | 77.3%-18.2pp | 69.5%-10.4pp |
| Annual return | 16.44% | 19.57%-3.1pp | 40.50%-24.1pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,736 | $1,483+17.1% | $4,182-58.5% | $2,042-15.0% |
| Participant deferral / active EE | $2,710 | $3,097-12.5% | $5,045-46.3% | $3,169-14.5% |
| Admin fee / account holder | $24 | $374-93.5% | $8,159-99.7% | $479-95.0% |