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 | $35,936 | $58,726-38.8% | $92,233-61.0% | $62,292-42.3% |
| Participation rate | 12.2% | 68.3%-56.2pp | 76.5%-64.3pp | 69.5%-57.4pp |
| Annual return | 17.16% | 43.62%-26.5pp | 176.28%-159.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $523 | $2,766-81.1% | $3,897-86.6% | $3,169-83.5% |
| Admin fee / account holder | $34 | $556-93.9% | $5,194-99.3% | $479-92.9% |