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 | $78,875 | $54,045+45.9% | $115,157-31.5% | $65,185+21.0% |
| Participation rate | 51.2% | 63.5%-12.3pp | 75.9%-24.7pp | 70.2%-19.0pp |
| Annual return | 26.19% | 26.55%-0.4pp | 35.60%-9.4pp | 29.38%-3.2pp |
| Employer contribution / active EE | $1,661 | $1,653+0.5% | $3,179-47.7% | $2,177-23.7% |
| Participant deferral / active EE | $2,273 | $2,504-9.2% | $4,168-45.5% | $3,514-35.3% |
| Admin fee / account holder | $262 | $626-58.1% | $7,088-96.3% | $847-69.1% |