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 | $15,446 | $55,453-72.1% | $170,442-90.9% | $62,292-75.2% |
| Participation rate | 39.4% | 66.4%-27.0pp | 83.6%-44.2pp | 69.5%-30.2pp |
| Annual return | 14.58% | 21.38%-6.8pp | 205.93%-191.4pp | 28.90%-14.3pp |
| Employer contribution / active EE | $633 | $2,164-70.8% | $5,433-88.4% | $2,042-69.0% |
| Participant deferral / active EE | $818 | $2,303-64.5% | $4,939-83.4% | $3,169-74.2% |
| Admin fee / account holder | $67 | $455-85.3% | $13,880-99.5% | $479-86.1% |