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 | $21,635 | $47,977-54.9% | $154,107-86.0% | $56,287-61.6% |
| Participation rate | 34.3% | 66.2%-31.9pp | 83.0%-48.8pp | 69.9%-35.6pp |
| Annual return | -4.96% | 3.54%-8.5pp | 735.12%-740.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,887 | $2,392-21.1% | $5,081-62.9% | $3,350-43.7% |
| Admin fee / account holder | $161 | $438-63.2% | $13,411-98.8% | $521-69.0% |