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 | $97,598 | $64,919+50.3% | $392,568-75.1% | $65,185+49.7% |
| Participation rate | 58.7% | 72.0%-13.3pp | 78.1%-19.3pp | 70.2%-11.5pp |
| Annual return | 22.17% | 26.09%-3.9pp | 24.42%-2.3pp | 29.38%-7.2pp |
| Employer contribution / active EE | $2,065 | $2,374-13.0% | $3,783-45.4% | $2,177-5.1% |
| Participant deferral / active EE | $5,728 | $3,668+56.1% | $5,985-4.3% | $3,514+63.0% |
| Admin fee / account holder | $29 | $634-95.4% | $6,260-99.5% | $847-96.6% |