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 | $25,098 | $38,925-35.5% | $73,843-66.0% | $55,191-54.5% |
| Participation rate | 69.7% | 66.0%+3.7pp | 73.4%-3.7pp | 69.2%+0.6pp |
| Annual return | 5.16% | 6.31%-1.1pp | 2267.84%-2262.7pp | 10.78%-5.6pp |
| Employer contribution / active EE | $1,939 | $1,695+14.4% | $2,787-30.4% | $1,899+2.1% |
| Participant deferral / active EE | $1,957 | $2,351-16.8% | $3,583-45.4% | $3,046-35.8% |
| Admin fee / account holder | $32 | $83-60.9% | $4,880-99.3% | $91-64.3% |