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 | $18,882 | $25,723-26.6% | $69,182-72.7% | $55,167-65.8% |
| Participation rate | 17.9% | 39.4%-21.6pp | 55.1%-37.2pp | 69.0%-51.1pp |
| Annual return | 5.86% | 9.56%-3.7pp | -21.93%+27.8pp | 169.23%-163.4pp |
| Employer contribution / active EE | $194 | $480-59.6% | $1,206-83.9% | $1,963-90.1% |
| Participant deferral / active EE | $682 | $963-29.2% | $1,897-64.0% | $3,054-77.7% |
| Admin fee / account holder | $159 | $365-56.4% | $2,697-94.1% | $504-68.5% |