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 | $35,659 | $46,173-22.8% | $170,442-79.1% | $69,631-48.8% |
| Participation rate | 6.6% | 63.9%-57.3pp | 83.6%-77.0pp | 70.7%-64.0pp |
| Annual return | 20.45% | 21.62%-1.2pp | 205.93%-185.5pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $305 | $2,080-85.3% | $4,939-93.8% | $3,224-90.5% |
| Admin fee / account holder | $63 | $116-45.4% | $13,880-99.5% | $110-42.7% |