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 | $46,600 | $51,466-9.5% | $78,778-40.8% | $62,292-25.2% |
| Participation rate | 45.2% | 59.8%-14.6pp | 69.2%-24.0pp | 69.5%-24.3pp |
| Annual return | 16.07% | 19.96%-3.9pp | 35.62%-19.6pp | 28.90%-12.8pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,638 | $2,147-23.7% | $2,958-44.6% | $3,169-48.3% |
| Admin fee / account holder | $22 | $489-95.6% | $5,134-99.6% | $479-95.5% |