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 | $54,035 | $46,423+16.4% | $75,886-28.8% | $67,579-20.0% |
| Participation rate | 57.6% | 63.1%-5.5pp | 69.3%-11.7pp | 71.3%-13.7pp |
| Annual return | 22.99% | 32.29%-9.3pp | 30.76%-7.8pp | 378.56%-355.6pp |
| Employer contribution / active EE | $2,259 | $1,406+60.6% | $2,500-9.7% | $2,148+5.2% |
| Participant deferral / active EE | $3,498 | $2,564+36.4% | $3,603-2.9% | $3,539-1.2% |
| Admin fee / account holder | $11 | $132-91.9% | $5,418-99.8% | $142-92.5% |