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 | $113,915 | $51,466+121.3% | $78,778+44.6% | $62,292+82.9% |
| Participation rate | 55.6% | 59.8%-4.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 17.77% | 19.96%-2.2pp | 35.62%-17.9pp | 28.90%-11.1pp |
| Employer contribution / active EE | $936 | $827+13.2% | $1,986-52.9% | $2,042-54.2% |
| Participant deferral / active EE | $4,409 | $2,147+105.3% | $2,958+49.0% | $3,169+39.1% |
| Admin fee / account holder | $51 | $489-89.7% | $5,134-99.0% | $479-89.5% |