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 | $28,923 | $52,884-45.3% | $84,750-65.9% | $55,167-47.6% |
| Participation rate | 14.0% | 67.5%-53.6pp | 76.6%-62.6pp | 69.0%-55.0pp |
| Annual return | 100.70% | 18.03%+82.7pp | 22.78%+77.9pp | 169.23%-68.5pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $684 | $2,644-74.1% | $3,712-81.6% | $3,054-77.6% |
| Admin fee / account holder | $26 | $581-95.5% | $5,332-99.5% | $504-94.9% |