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 | $31,090 | $55,453-43.9% | $170,442-81.8% | $62,292-50.1% |
| Participation rate | 33.6% | 66.4%-32.8pp | 83.6%-50.0pp | 69.5%-36.0pp |
| Annual return | 16.88% | 21.38%-4.5pp | 205.93%-189.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $975 | $2,164-54.9% | $5,433-82.0% | $2,042-52.2% |
| Participant deferral / active EE | $899 | $2,303-61.0% | $4,939-81.8% | $3,169-71.6% |
| Admin fee / account holder | $19 | $455-95.8% | $13,880-99.9% | $479-96.0% |