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 | $26,257 | $46,869-44.0% | $122,332-78.5% | $70,131-62.6% |
| Participation rate | 46.1% | 58.2%-12.1pp | 71.6%-25.6pp | 69.5%-23.5pp |
| Annual return | 32.76% | 24.22%+8.5pp | 30.27%+2.5pp | 73.14%-40.4pp |
| Employer contribution / active EE | $687 | $1,288-46.6% | $4,050-83.0% | $2,342-70.7% |
| Participant deferral / active EE | $506 | $2,166-76.6% | $3,287-84.6% | $3,332-84.8% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |