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 | $34,098 | $54,573-37.5% | $90,951-62.5% | $73,488-53.6% |
| Participation rate | 69.2% | 61.2%+8.1pp | 69.0%+0.2pp | 70.7%-1.4pp |
| Annual return | 15.14% | 16.69%-1.5pp | 134.60%-119.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $2,188 | $991+120.7% | $2,122+3.1% | $2,270-3.6% |
| Participant deferral / active EE | $1,950 | $2,517-22.5% | $3,373-42.2% | $3,740-47.8% |
| Admin fee / account holder | $200 | $521-61.6% | $5,959-96.6% | $513-61.0% |