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 | $38,569 | $50,464-23.6% | $75,781-49.1% | $52,331-26.3% |
| Participation rate | 42.4% | 66.8%-24.4pp | 75.8%-33.5pp | 68.1%-25.7pp |
| Annual return | -0.43% | 1.03%-1.5pp | 9.68%-10.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,060 | $1,988-46.7% | $3,323-68.1% | $1,882-43.7% |
| Participant deferral / active EE | $1,999 | $2,570-22.2% | $3,651-45.3% | $3,022-33.9% |
| Admin fee / account holder | $17 | $1,103-98.4% | $5,299-99.7% | $592-97.1% |