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 | $33,845 | $23,385+44.7% | $69,182-51.1% | $57,658-41.3% |
| Participation rate | 19.8% | 37.9%-18.2pp | 55.1%-35.4pp | 70.2%-50.5pp |
| Annual return | 6.42% | -659.34%+665.8pp | -21.93%+28.4pp | 5.13%+1.3pp |
| Employer contribution / active EE | $76 | $422-81.9% | $1,206-93.7% | $1,974-96.1% |
| Participant deferral / active EE | $622 | $843-26.2% | $1,897-67.2% | $3,061-79.7% |
| Admin fee / account holder | $12 | $82-84.8% | $2,697-99.5% | $95-86.8% |