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 | $36,457 | $73,102-50.1% | $123,544-70.5% | $56,287-35.2% |
| Participation rate | 32.4% | 74.3%-42.0pp | 82.3%-49.9pp | 69.9%-37.5pp |
| Annual return | 0.71% | 3.01%-2.3pp | 119.20%-118.5pp | -9.96%+10.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,654 | $5,423-14.2% | $6,426-27.6% | $3,350+38.9% |
| Admin fee / account holder | $183 | $554-66.9% | $9,284-98.0% | $521-64.8% |