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 | $75,106 | $53,596+40.1% | $90,645-17.1% | $64,186+17.0% |
| Participation rate | 55.3% | 64.5%-9.2pp | 74.0%-18.7pp | 69.6%-14.2pp |
| Annual return | -7.06% | 4.41%-11.5pp | 1.88%-8.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,018 | $1,503-32.2% | $2,532-59.8% | $2,381-57.2% |
| Participant deferral / active EE | $4,030 | $2,459+63.9% | $3,425+17.7% | $3,470+16.1% |
| Admin fee / account holder | $45 | $3,868-98.8% | $4,994-99.1% | $4,888-99.1% |