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 | $18,048 | $91,190-80.2% | $178,490-89.9% | $79,858-77.4% |
| Participation rate | 42.0% | 69.2%-27.2pp | 81.9%-39.9pp | 69.6%-27.6pp |
| Annual return | 19.74% | 24.19%-4.4pp | 151.07%-131.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $796 | $3,256-75.6% | $5,011-84.1% | $2,471-67.8% |
| Participant deferral / active EE | $1,367 | $3,236-57.7% | $5,202-73.7% | $3,740-63.4% |
| Admin fee / account holder | $27 | $6,751-99.6% | $13,984-99.8% | $5,306-99.5% |