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 | $61,411 | $74,706-17.8% | $75,696-18.9% | $79,386-22.6% |
| Participation rate | 55.5% | 75.3%-19.9pp | 74.8%-19.4pp | 70.7%-15.2pp |
| Annual return | 20.00% | 18.52%+1.5pp | 104.53%-84.5pp | 116.85%-96.8pp |
| Employer contribution / active EE | $1,032 | $2,590-60.2% | $2,743-62.4% | $2,427-57.5% |
| Participant deferral / active EE | $1,875 | $3,533-46.9% | $3,821-50.9% | $4,046-53.7% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |