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 | $30,906 | $74,552-58.5% | $62,995-50.9% | $69,631-55.6% |
| Participation rate | 51.8% | 78.3%-26.5pp | 74.8%-23.0pp | 70.7%-18.9pp |
| Annual return | 14.54% | 15.77%-1.2pp | 87.57%-73.0pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,116 | $2,929-61.9% | $2,759-59.6% | $2,032-45.1% |
| Participant deferral / active EE | $1,005 | $2,974-66.2% | $3,329-69.8% | $3,224-68.8% |
| Admin fee / account holder | $1 | $59-98.4% | $3,600-100.0% | $110-99.1% |