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 7-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 | $45,818 | $78,419-41.6% | $133,956-65.8% | $73,409-37.6% |
| Participation rate | 46.4% | 78.6%-32.2pp | 79.8%-33.4pp | 72.2%-25.8pp |
| Annual return | 22.12% | 33.35%-11.2pp | 45.09%-23.0pp | 59.29%-37.2pp |
| Employer contribution / active EE | $1,047 | $2,044-48.8% | $3,919-73.3% | $2,234-53.1% |
| Participant deferral / active EE | $1,883 | $3,925-52.0% | $5,048-62.7% | $3,805-50.5% |
| Admin fee / account holder | $7 | $161-95.8% | $8,927-99.9% | $158-95.7% |