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 | $69,262 | $70,083-1.2% | $59,878+15.7% | $55,725+24.3% |
| Participation rate | 57.1% | 78.4%-21.3pp | 74.7%-17.6pp | 70.9%-13.8pp |
| Annual return | -2.86% | 3.13%-6.0pp | 3.46%-6.3pp | 244.93%-247.8pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,313 | $3,079+40.1% | $3,402+26.8% | $3,356+28.5% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |