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 | $78,897 | $63,114+25.0% | $92,893-15.1% | $65,185+21.0% |
| Participation rate | 65.7% | 68.8%-3.1pp | 76.0%-10.3pp | 70.2%-4.5pp |
| Annual return | 20.34% | 28.75%-8.4pp | 109.41%-89.1pp | 29.38%-9.0pp |
| Employer contribution / active EE | $629 | $2,571-75.5% | $3,653-82.8% | $2,177-71.1% |
| Participant deferral / active EE | $3,247 | $3,108+4.5% | $4,236-23.4% | $3,514-7.6% |
| Admin fee / account holder | $47 | $624-92.5% | $5,794-99.2% | $847-94.5% |