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 | $34,044 | $52,953-35.7% | $172,739-80.3% | $65,185-47.8% |
| Participation rate | 36.4% | 66.2%-29.8pp | 82.6%-46.2pp | 70.2%-33.8pp |
| Annual return | 15.31% | 30.12%-14.8pp | 802.84%-787.5pp | 29.38%-14.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,797 | $2,471-27.2% | $5,198-65.4% | $3,514-48.8% |
| Admin fee / account holder | $30 | $472-93.6% | $13,954-99.8% | $847-96.4% |