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 | $69,096 | $46,732+47.9% | $156,549-55.9% | $55,167+25.3% |
| Participation rate | 47.2% | 65.8%-18.6pp | 84.0%-36.8pp | 69.0%-21.8pp |
| Annual return | 9.31% | 17.72%-8.4pp | 32.23%-22.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $2,264 | $2,105+7.5% | $5,501-58.8% | $1,963+15.4% |
| Participant deferral / active EE | $2,070 | $2,204-6.1% | $4,871-57.5% | $3,054-32.2% |
| Admin fee / account holder | $67 | $418-84.1% | $13,027-99.5% | $504-86.8% |