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 | $98,943 | $57,921+70.8% | $84,750+16.7% | $57,658+71.6% |
| Participation rate | 18.1% | 72.9%-54.8pp | 76.6%-58.5pp | 70.2%-52.1pp |
| Annual return | 6.07% | 10.24%-4.2pp | 22.78%-16.7pp | 5.13%+0.9pp |
| Employer contribution / active EE | $690 | $2,598-73.5% | $3,574-80.7% | $1,974-65.1% |
| Participant deferral / active EE | $1,566 | $2,742-42.9% | $3,712-57.8% | $3,061-48.8% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |