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 | $153,268 | $55,002+178.7% | $59,878+156.0% | $56,287+172.3% |
| Participation rate | 40.0% | 75.9%-35.9pp | 74.7%-34.7pp | 69.9%-29.9pp |
| Annual return | 8.87% | 1.13%+7.7pp | 3.46%+5.4pp | -9.96%+18.8pp |
| Employer contribution / active EE | $3,579 | $2,448+46.2% | $2,722+31.5% | $2,111+69.6% |
| Participant deferral / active EE | $5,406 | $3,121+73.2% | $3,402+58.9% | $3,350+61.4% |
| Admin fee / account holder | $137 | $236-41.8% | $3,590-96.2% | $521-73.7% |