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 | $46,605 | $55,453-16.0% | $170,442-72.7% | $62,292-25.2% |
| Participation rate | 55.6% | 66.4%-10.8pp | 83.6%-28.0pp | 69.5%-14.0pp |
| Annual return | 20.98% | 21.38%-0.4pp | 205.93%-184.9pp | 28.90%-7.9pp |
| Employer contribution / active EE | $1,688 | $2,164-22.0% | $5,433-68.9% | $2,042-17.4% |
| Participant deferral / active EE | $4,248 | $2,303+84.5% | $4,939-14.0% | $3,169+34.0% |
| Admin fee / account holder | $25 | $455-94.5% | $13,880-99.8% | $479-94.8% |