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 | $42,456 | $51,466-17.5% | $78,778-46.1% | $62,292-31.8% |
| Participation rate | 37.8% | 59.8%-22.0pp | 69.2%-31.4pp | 69.5%-31.7pp |
| Annual return | 18.95% | 19.96%-1.0pp | 35.62%-16.7pp | 28.90%-9.9pp |
| Employer contribution / active EE | $524 | $827-36.6% | $1,986-73.6% | $2,042-74.3% |
| Participant deferral / active EE | $1,057 | $2,147-50.8% | $2,958-64.3% | $3,169-66.6% |
| Admin fee / account holder | $298 | $489-39.2% | $5,134-94.2% | $479-37.9% |