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 9-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 | $29,787 | $42,548-30.0% | $74,550-60.0% | $56,287-47.1% |
| Participation rate | 28.7% | 60.5%-31.8pp | 69.1%-40.5pp | 69.9%-41.2pp |
| Annual return | 8.36% | 12.40%-4.0pp | 32.53%-24.2pp | -9.96%+18.3pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $626 | $2,277-72.5% | $3,108-79.8% | $3,350-81.3% |
| Admin fee / account holder | $13 | $467-97.2% | $5,060-99.7% | $521-97.5% |