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 | $37,218 | $42,396-12.2% | $67,313-44.7% | $56,287-33.9% |
| Participation rate | 29.2% | 61.0%-31.8pp | 69.1%-39.9pp | 69.9%-40.6pp |
| Annual return | -5.56% | -36.63%+31.1pp | -4.08%-1.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $691 | $1,414-51.1% | $2,566-73.0% | $2,111-67.2% |
| Participant deferral / active EE | $1,722 | $2,360-27.0% | $3,568-51.7% | $3,350-48.6% |
| Admin fee / account holder | $0 | $510-100.0% | $4,507-100.0% | $521-100.0% |