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 | $75,324 | $36,694+105.3% | $40,145,923-99.8% | $55,167+36.5% |
| Participation rate | 33.0% | 57.2%-24.2pp | 68.4%-35.4pp | 69.0%-36.0pp |
| Annual return | 6.51% | 10.16%-3.6pp | 5.24%+1.3pp | 169.23%-162.7pp |
| Employer contribution / active EE | $681 | $1,135-40.0% | $1,844-63.1% | $1,963-65.3% |
| Participant deferral / active EE | $2,724 | $1,679+62.2% | $2,591+5.2% | $3,054-10.8% |
| Admin fee / account holder | $3 | $175-98.2% | $2,903-99.9% | $504-99.4% |