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 | $50,854 | $73,404-30.7% | $87,100-41.6% | $67,579-24.7% |
| Participation rate | 55.6% | 80.9%-25.3pp | 76.9%-21.3pp | 71.3%-15.7pp |
| Annual return | 22.51% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.1pp |
| Employer contribution / active EE | $906 | $2,014-55.0% | $2,521-64.1% | $2,148-57.8% |
| Participant deferral / active EE | $1,560 | $3,913-60.1% | $4,049-61.5% | $3,539-55.9% |
| Admin fee / account holder | $198 | $142+40.1% | $7,497-97.4% | $142+39.4% |