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 | $53,490 | $39,859+34.2% | $78,689-32.0% | $57,658-7.2% |
| Participation rate | 53.8% | 66.1%-12.3pp | 73.6%-19.7pp | 70.2%-16.4pp |
| Annual return | 10.15% | 18.96%-8.8pp | 62.18%-52.0pp | 5.13%+5.0pp |
| Employer contribution / active EE | $1,772 | $1,786-0.7% | $2,851-37.8% | $1,974-10.2% |
| Participant deferral / active EE | $3,775 | $2,248+67.9% | $3,517+7.3% | $3,061+23.3% |
| Admin fee / account holder | $109 | $76+43.5% | $4,510-97.6% | $95+15.6% |