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 | $128,993 | $60,545+113.1% | $92,233+39.9% | $69,631+85.3% |
| Participation rate | 21.4% | 72.2%-50.7pp | 76.5%-55.1pp | 70.7%-49.3pp |
| Annual return | 14.52% | 19.71%-5.2pp | 176.28%-161.8pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,043 | $2,633-60.4% | $3,679-71.7% | $2,032-48.7% |
| Participant deferral / active EE | $1,331 | $2,828-52.9% | $3,897-65.8% | $3,224-58.7% |
| Admin fee / account holder | $90 | $145-37.6% | $5,194-98.3% | $110-18.2% |