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 | $40,624 | $46,360-12.4% | $147,614-72.5% | $52,331-22.4% |
| Participation rate | 23.6% | 64.9%-41.3pp | 84.6%-61.0pp | 68.1%-44.5pp |
| Annual return | 1.91% | 1.62%+0.3pp | 61.98%-60.1pp | 4.54%-2.6pp |
| Employer contribution / active EE | $277 | $2,126-87.0% | $5,564-95.0% | $1,882-85.3% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $31 | $766-95.9% | $11,611-99.7% | $592-94.7% |