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 | $103,463 | $66,310+56.0% | $93,606+10.5% | $65,185+58.7% |
| Participation rate | 68.0% | 74.0%-6.0pp | 75.8%-7.9pp | 70.2%-2.2pp |
| Annual return | 22.90% | 42.58%-19.7pp | 32.76%-9.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,110 | $2,012+4.9% | $2,718-22.4% | $2,177-3.1% |
| Participant deferral / active EE | $3,402 | $3,342+1.8% | $4,069-16.4% | $3,514-3.2% |
| Admin fee / account holder | $267 | $6,897-96.1% | $7,888-96.6% | $847-68.4% |