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 | $37,468 | $38,925-3.7% | $73,843-49.3% | $55,191-32.1% |
| Participation rate | 65.5% | 66.0%-0.5pp | 73.4%-7.9pp | 69.2%-3.6pp |
| Annual return | 0.76% | 6.31%-5.5pp | 2267.84%-2267.1pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,895 | $1,695+11.8% | $2,787-32.0% | $1,899-0.2% |
| Participant deferral / active EE | $3,905 | $2,351+66.1% | $3,583+9.0% | $3,046+28.2% |
| Admin fee / account holder | $89 | $83+7.8% | $4,880-98.2% | $91-1.6% |