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 | $169,300 | $50,637+234.3% | $86,590+95.5% | $62,292+171.8% |
| Participation rate | 63.8% | 67.9%-4.0pp | 73.5%-9.7pp | 69.5%-5.7pp |
| Annual return | 21.14% | 20.80%+0.3pp | 964.84%-943.7pp | 28.90%-7.8pp |
| Employer contribution / active EE | $4,246 | $2,075+104.6% | $2,839+49.5% | $2,042+107.9% |
| Participant deferral / active EE | $3,243 | $2,611+24.2% | $3,609-10.1% | $3,169+2.3% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |