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 | $33,923 | $54,573-37.8% | $90,951-62.7% | $73,488-53.8% |
| Participation rate | 67.2% | 61.2%+6.0pp | 69.0%-1.8pp | 70.7%-3.5pp |
| Annual return | 20.80% | 16.69%+4.1pp | 134.60%-113.8pp | 28.51%-7.7pp |
| Employer contribution / active EE | $2,014 | $991+103.1% | $2,122-5.1% | $2,270-11.3% |
| Participant deferral / active EE | $2,814 | $2,517+11.8% | $3,373-16.6% | $3,740-24.7% |
| Admin fee / account holder | $15 | $521-97.1% | $5,959-99.7% | $513-97.0% |