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 | $28,340 | $59,328-52.2% | $118,925-76.2% | $73,488-61.4% |
| Participation rate | 27.6% | 62.3%-34.7pp | 75.4%-47.8pp | 70.7%-43.1pp |
| Annual return | 33.90% | 19.13%+14.8pp | 35.88%-2.0pp | 28.51%+5.4pp |
| Employer contribution / active EE | $622 | $1,803-65.5% | $3,263-81.0% | $2,270-72.6% |
| Participant deferral / active EE | $1,343 | $2,604-48.4% | $4,265-68.5% | $3,740-64.1% |
| Admin fee / account holder | $5 | $600-99.1% | $6,581-99.9% | $513-99.0% |