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 | $23,540 | $50,637-53.5% | $86,590-72.8% | $62,292-62.2% |
| Participation rate | 61.4% | 67.9%-6.5pp | 73.5%-12.1pp | 69.5%-8.1pp |
| Annual return | 18.99% | 20.80%-1.8pp | 964.84%-945.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,010 | $2,611+15.3% | $3,609-16.6% | $3,169-5.0% |
| Admin fee / account holder | $135 | $413-67.3% | $4,906-97.2% | $479-71.8% |