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 | $22,833 | $46,360-50.7% | $147,614-84.5% | $52,331-56.4% |
| Participation rate | 56.3% | 64.9%-8.7pp | 84.6%-28.4pp | 68.1%-11.9pp |
| Annual return | 0.66% | 1.62%-1.0pp | 61.98%-61.3pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,101 | $2,126-48.2% | $5,564-80.2% | $1,882-41.5% |
| Participant deferral / active EE | $1,555 | $2,258-31.1% | $4,895-68.2% | $3,022-48.5% |
| Admin fee / account holder | $15 | $766-98.0% | $11,611-99.9% | $592-97.4% |