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 | $35,634 | $46,297-23.0% | $71,671-50.3% | $62,292-42.8% |
| Participation rate | 46.5% | 60.6%-14.1pp | 68.7%-22.2pp | 69.5%-23.0pp |
| Annual return | 14.42% | 22.32%-7.9pp | 20.65%-6.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $680 | $2,235-69.6% | $3,438-80.2% | $3,169-78.6% |
| Admin fee / account holder | $12 | $461-97.5% | $5,558-99.8% | $479-97.6% |