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 | $44,101 | $23,385+88.6% | $69,182-36.3% | $57,658-23.5% |
| Participation rate | 37.7% | 37.9%-0.2pp | 55.1%-17.4pp | 70.2%-32.5pp |
| Annual return | 7.17% | -659.34%+666.5pp | -21.93%+29.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $344 | $422-18.6% | $1,206-71.5% | $1,974-82.6% |
| Participant deferral / active EE | $871 | $843+3.3% | $1,897-54.1% | $3,061-71.6% |
| Admin fee / account holder | $19 | $82-77.3% | $2,697-99.3% | $95-80.2% |