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 | $32,072 | $41,281-22.3% | $109,313-70.7% | $57,658-44.4% |
| Participation rate | 27.7% | 59.3%-31.6pp | 71.3%-43.5pp | 70.2%-42.5pp |
| Annual return | 11.23% | 8.97%+2.3pp | 22.07%-10.8pp | 5.13%+6.1pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $944 | $2,223-57.5% | $3,166-70.2% | $3,061-69.2% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |