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 | $31,929 | $47,977-33.4% | $154,107-79.3% | $56,287-43.3% |
| Participation rate | 27.2% | 66.2%-39.0pp | 83.0%-55.9pp | 69.9%-42.7pp |
| Annual return | -2.15% | 3.54%-5.7pp | 735.12%-737.3pp | -9.96%+7.8pp |
| Employer contribution / active EE | $563 | $2,169-74.0% | $5,298-89.4% | $2,111-73.3% |
| Participant deferral / active EE | $1,356 | $2,392-43.3% | $5,081-73.3% | $3,350-59.5% |
| Admin fee / account holder | $32 | $438-92.7% | $13,411-99.8% | $521-93.8% |