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 | $80,331 | $65,376+22.9% | $87,100-7.8% | $65,185+23.2% |
| Participation rate | 46.3% | 75.3%-29.1pp | 76.9%-30.6pp | 70.2%-23.9pp |
| Annual return | 22.14% | 31.27%-9.1pp | 28.19%-6.0pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,308 | $1,822-28.3% | $2,521-48.1% | $2,177-39.9% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $290 | $520-44.2% | $7,497-96.1% | $847-65.8% |