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 9-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 | $23,246 | $62,928-63.1% | $172,739-86.5% | $67,579-65.6% |
| Participation rate | 45.5% | 64.5%-19.0pp | 82.6%-37.2pp | 71.3%-25.8pp |
| Annual return | 16.19% | 30.36%-14.2pp | 802.84%-786.6pp | 378.56%-362.4pp |
| Employer contribution / active EE | $639 | $1,636-60.9% | $5,143-87.6% | $2,148-70.2% |
| Participant deferral / active EE | $1,099 | $2,145-48.7% | $5,198-78.9% | $3,539-68.9% |
| Admin fee / account holder | $284 | $167+70.2% | $13,954-98.0% | $142+99.4% |