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 | $125,536 | $37,426+235.4% | $77,482+62.0% | $79,858+57.2% |
| Participation rate | 49.4% | 41.5%+7.9pp | 54.2%-4.8pp | 69.6%-20.2pp |
| Annual return | 19.51% | 39.70%-20.2pp | 54.79%-35.3pp | 31.71%-12.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,928 | $1,260+53.0% | $1,861+3.6% | $3,740-48.5% |
| Admin fee / account holder | $22 | $2,504-99.1% | $2,858-99.2% | $5,306-99.6% |