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 | $56,118 | $75,183-25.4% | $123,892-54.7% | $55,167+1.7% |
| Participation rate | 60.9% | 72.8%-11.9pp | 81.4%-20.5pp | 69.0%-8.1pp |
| Annual return | 14.46% | 19.01%-4.6pp | 47.52%-33.1pp | 169.23%-154.8pp |
| Employer contribution / active EE | $2,961 | $2,823+4.9% | $4,617-35.9% | $1,963+50.9% |
| Participant deferral / active EE | $4,357 | $5,084-14.3% | $5,984-27.2% | $3,054+42.7% |
| Admin fee / account holder | $13 | $663-98.1% | $8,357-99.9% | $504-97.5% |