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 | $51,092 | $68,408-25.3% | $57,179-10.6% | $57,658-11.4% |
| Participation rate | 33.4% | 79.1%-45.7pp | 75.3%-41.9pp | 70.2%-36.8pp |
| Annual return | 7.08% | 8.51%-1.4pp | 14.59%-7.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,098 | $2,903-62.2% | $3,096-64.5% | $3,061-64.1% |
| Admin fee / account holder | $1 | $70-98.3% | $3,139-100.0% | $95-98.7% |