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 | $30,447 | $59,328-48.7% | $118,925-74.4% | $73,488-58.6% |
| Participation rate | 50.6% | 62.3%-11.7pp | 75.4%-24.8pp | 70.7%-20.1pp |
| Annual return | 18.81% | 19.13%-0.3pp | 35.88%-17.1pp | 28.51%-9.7pp |
| Employer contribution / active EE | $1,211 | $1,803-32.8% | $3,263-62.9% | $2,270-46.7% |
| Participant deferral / active EE | $2,282 | $2,604-12.4% | $4,265-46.5% | $3,740-39.0% |
| Admin fee / account holder | $214 | $600-64.3% | $6,581-96.7% | $513-58.2% |