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 | $19,736 | $47,977-58.9% | $154,107-87.2% | $56,287-64.9% |
| Participation rate | 38.5% | 66.2%-27.7pp | 83.0%-44.6pp | 69.9%-31.4pp |
| Annual return | -5.11% | 3.54%-8.7pp | 735.12%-740.2pp | -9.96%+4.8pp |
| Employer contribution / active EE | $659 | $2,169-69.6% | $5,298-87.6% | $2,111-68.8% |
| Participant deferral / active EE | $1,141 | $2,392-52.3% | $5,081-77.5% | $3,350-65.9% |
| Admin fee / account holder | $58 | $438-86.7% | $13,411-99.6% | $521-88.9% |