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 | $110,091 | $54,320+102.7% | $67,652+62.7% | $52,331+110.4% |
| Participation rate | 67.4% | 73.6%-6.2pp | 75.7%-8.2pp | 68.1%-0.7pp |
| Annual return | 3.19% | 6.81%-3.6pp | 6625.04%-6621.9pp | 4.54%-1.4pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,082 | $2,950+38.4% | $3,560+14.7% | $3,022+35.1% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |