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 | $35,522 | $39,245-9.5% | $64,105-44.6% | $52,331-32.1% |
| Participation rate | 58.8% | 58.2%+0.6pp | 68.2%-9.3pp | 68.1%-9.3pp |
| Annual return | -1.92% | 14.79%-16.7pp | 791.24%-793.2pp | 4.54%-6.5pp |
| Employer contribution / active EE | $388 | $736-47.3% | $1,820-78.7% | $1,882-79.4% |
| Participant deferral / active EE | $2,489 | $1,992+25.0% | $2,822-11.8% | $3,022-17.6% |
| Admin fee / account holder | $42 | $592-92.9% | $4,499-99.1% | $592-92.9% |