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 | $112,142 | $48,471+131.4% | $182,532-38.6% | $67,579+65.9% |
| Participation rate | 39.9% | 67.2%-27.3pp | 78.0%-38.1pp | 71.3%-31.4pp |
| Annual return | 20.78% | 31.08%-10.3pp | 148.54%-127.8pp | 378.56%-357.8pp |
| Employer contribution / active EE | $713 | $1,461-51.2% | $4,076-82.5% | $2,148-66.8% |
| Participant deferral / active EE | $3,456 | $3,324+4.0% | $5,524-37.4% | $3,539-2.3% |
| Admin fee / account holder | $91 | $151-39.9% | $8,592-98.9% | $142-36.2% |