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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,450 | $43,999-51.2% | $79,464-73.0% | $55,725-61.5% |
| Participation rate | 13.8% | 66.9%-53.2pp | 73.3%-59.6pp | 70.9%-57.1pp |
| Annual return | -3.08% | 1.81%-4.9pp | 718.14%-721.2pp | 244.93%-248.0pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $429 | $2,538-83.1% | $3,704-88.4% | $3,356-87.2% |
| Admin fee / account holder | $27 | $118-76.8% | $5,113-99.5% | $115-76.3% |