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 | $15,102 | $49,227-69.3% | $70,449-78.6% | $79,858-81.1% |
| Participation rate | 30.4% | 69.2%-38.8pp | 75.1%-44.7pp | 69.6%-39.3pp |
| Annual return | 21.91% | 30.06%-8.2pp | 109.03%-87.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $839 | $2,099-60.0% | $2,737-69.4% | $2,471-66.1% |
| Participant deferral / active EE | $1,037 | $2,768-62.5% | $3,709-72.0% | $3,740-72.3% |
| Admin fee / account holder | $95 | $2,878-96.7% | $3,845-97.5% | $5,306-98.2% |