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 | $35,513 | $55,453-36.0% | $170,442-79.2% | $62,292-43.0% |
| Participation rate | 51.7% | 66.4%-14.7pp | 83.6%-31.9pp | 69.5%-17.8pp |
| Annual return | 13.27% | 21.38%-8.1pp | 205.93%-192.7pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,251 | $2,164-42.2% | $5,433-77.0% | $2,042-38.8% |
| Participant deferral / active EE | $3,304 | $2,303+43.5% | $4,939-33.1% | $3,169+4.2% |
| Admin fee / account holder | $12 | $455-97.4% | $13,880-99.9% | $479-97.5% |