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 | $20,272 | $47,977-57.7% | $154,107-86.8% | $56,287-64.0% |
| Participation rate | 26.3% | 66.2%-39.9pp | 83.0%-56.7pp | 69.9%-43.5pp |
| Annual return | 6.89% | 3.54%+3.4pp | 735.12%-728.2pp | -9.96%+16.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $340 | $2,392-85.8% | $5,081-93.3% | $3,350-89.9% |
| Admin fee / account holder | $22 | $438-95.0% | $13,411-99.8% | $521-95.8% |