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 | $34,420 | $56,629-39.2% | $77,999-55.9% | $55,167-37.6% |
| Participation rate | 40.9% | 73.3%-32.4pp | 75.5%-34.6pp | 69.0%-28.1pp |
| Annual return | 6.14% | 2866.98%-2860.8pp | 425.96%-419.8pp | 169.23%-163.1pp |
| Employer contribution / active EE | $370 | $1,723-78.5% | $2,470-85.0% | $1,963-81.2% |
| Participant deferral / active EE | $876 | $2,777-68.4% | $3,497-74.9% | $3,054-71.3% |
| Admin fee / account holder | $31 | $467-93.4% | $5,480-99.4% | $504-93.9% |