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 5-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 | $107,399 | $81,474+31.8% | $133,956-19.8% | $73,488+46.1% |
| Participation rate | 68.0% | 76.4%-8.3pp | 79.8%-11.8pp | 70.7%-2.7pp |
| Annual return | 32.18% | 19.40%+12.8pp | 45.09%-12.9pp | 28.51%+3.7pp |
| Employer contribution / active EE | $1,519 | $2,209-31.2% | $3,919-61.2% | $2,270-33.1% |
| Participant deferral / active EE | $4,539 | $3,786+19.9% | $5,048-10.1% | $3,740+21.4% |
| Admin fee / account holder | $5 | $713-99.3% | $8,927-99.9% | $513-99.0% |