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 | $18,180 | $55,453-67.2% | $170,442-89.3% | $62,292-70.8% |
| Participation rate | 48.9% | 66.4%-17.5pp | 83.6%-34.7pp | 69.5%-20.7pp |
| Annual return | 24.81% | 21.38%+3.4pp | 205.93%-181.1pp | 28.90%-4.1pp |
| Employer contribution / active EE | $771 | $2,164-64.4% | $5,433-85.8% | $2,042-62.2% |
| Participant deferral / active EE | $1,082 | $2,303-53.0% | $4,939-78.1% | $3,169-65.9% |
| Admin fee / account holder | $64 | $455-86.0% | $13,880-99.5% | $479-86.7% |