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 | $64,161 | $46,100+39.2% | $86,590-25.9% | $69,631-7.9% |
| Participation rate | 50.6% | 67.2%-16.6pp | 73.5%-22.9pp | 70.7%-20.1pp |
| Annual return | 16.89% | 21.02%-4.1pp | 964.84%-947.9pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,571 | $1,850-15.1% | $2,839-44.7% | $2,032-22.7% |
| Participant deferral / active EE | $3,078 | $2,432+26.6% | $3,609-14.7% | $3,224-4.5% |
| Admin fee / account holder | $76 | $94-18.6% | $4,906-98.4% | $110-30.9% |