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 | $61,873 | $65,557-5.6% | $105,738-41.5% | $56,287+9.9% |
| Participation rate | 46.5% | 63.4%-16.9pp | 76.3%-29.9pp | 69.9%-23.4pp |
| Annual return | -6.89% | -1.32%-5.6pp | 6.27%-13.2pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,574 | $1,788-12.0% | $3,268-51.8% | $2,111-25.5% |
| Participant deferral / active EE | $2,177 | $2,418-9.9% | $4,080-46.6% | $3,350-35.0% |
| Admin fee / account holder | $103 | $561-81.6% | $6,913-98.5% | $521-80.2% |