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 | $51,117 | $50,637+0.9% | $86,590-41.0% | $62,292-17.9% |
| Participation rate | 68.9% | 67.9%+1.0pp | 73.5%-4.7pp | 69.5%-0.6pp |
| Annual return | 29.44% | 20.80%+8.6pp | 964.84%-935.4pp | 28.90%+0.5pp |
| Employer contribution / active EE | $5,281 | $2,075+154.4% | $2,839+86.0% | $2,042+158.6% |
| Participant deferral / active EE | $8,237 | $2,611+215.5% | $3,609+128.3% | $3,169+159.9% |
| Admin fee / account holder | $21 | $413-94.9% | $4,906-99.6% | $479-95.6% |