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 | $51,732 | $54,368-4.8% | $117,039-55.8% | $62,292-17.0% |
| Participation rate | 50.7% | 64.9%-14.3pp | 77.2%-26.5pp | 69.5%-18.8pp |
| Annual return | 19.29% | 21.77%-2.5pp | 18.95%+0.3pp | 28.90%-9.6pp |
| Employer contribution / active EE | $2,258 | $1,692+33.5% | $3,785-40.3% | $2,042+10.6% |
| Participant deferral / active EE | $3,017 | $2,269+33.0% | $3,929-23.2% | $3,169-4.8% |
| Admin fee / account holder | $0 | $493-100.0% | $5,974-100.0% | $479-100.0% |