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 | $41,817 | $31,424+33.1% | $81,478-48.7% | $69,631-39.9% |
| Participation rate | 5.5% | 50.8%-45.4pp | 68.0%-62.5pp | 70.7%-65.2pp |
| Annual return | 21.90% | 22.44%-0.5pp | 38.78%-16.9pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $268 | $1,838-85.4% | $3,537-92.4% | $3,224-91.7% |
| Admin fee / account holder | $75 | $103-26.8% | $4,561-98.4% | $110-32.0% |