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 | $52,325 | $89,652-41.6% | $141,162-62.9% | $65,185-19.7% |
| Participation rate | 68.8% | 74.7%-6.0pp | 82.5%-13.7pp | 70.2%-1.4pp |
| Annual return | 35.72% | 32.79%+2.9pp | 71.39%-35.7pp | 29.38%+6.3pp |
| Employer contribution / active EE | $2,461 | $3,065-19.7% | $4,735-48.0% | $2,177+13.1% |
| Participant deferral / active EE | $4,017 | $5,691-29.4% | $6,709-40.1% | $3,514+14.3% |
| Admin fee / account holder | $213 | $569-62.6% | $10,261-97.9% | $847-74.9% |