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 | $90,508 | $40,479+123.6% | $78,210+15.7% | $62,292+45.3% |
| Participation rate | 31.7% | 54.6%-22.9pp | 68.7%-37.0pp | 69.5%-37.8pp |
| Annual return | 21.12% | 66.31%-45.2pp | 40.90%-19.8pp | 28.90%-7.8pp |
| Employer contribution / active EE | $505 | $1,024-50.7% | $2,034-75.2% | $2,042-75.3% |
| Participant deferral / active EE | $2,386 | $1,718+38.9% | $2,823-15.5% | $3,169-24.7% |
| Admin fee / account holder | $4 | $376-99.0% | $3,758-99.9% | $479-99.2% |