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 | $16,484 | $52,580-68.6% | $71,671-77.0% | $70,131-76.5% |
| Participation rate | 17.4% | 60.9%-43.5pp | 68.7%-51.4pp | 69.5%-52.1pp |
| Annual return | 44.27% | 20.25%+24.0pp | 20.65%+23.6pp | 73.14%-28.9pp |
| Employer contribution / active EE | $600 | $1,616-62.9% | $2,460-75.6% | $2,342-74.4% |
| Participant deferral / active EE | $862 | $2,386-63.9% | $3,438-74.9% | $3,332-74.1% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |