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 | $19,086 | $36,916-48.3% | $156,549-87.8% | $57,658-66.9% |
| Participation rate | 16.1% | 63.4%-47.3pp | 84.0%-67.9pp | 70.2%-54.1pp |
| Annual return | 10.66% | 12.38%-1.7pp | 32.23%-21.6pp | 5.13%+5.5pp |
| Employer contribution / active EE | $231 | $1,571-85.3% | $5,501-95.8% | $1,974-88.3% |
| Participant deferral / active EE | $259 | $1,926-86.5% | $4,871-94.7% | $3,061-91.5% |
| Admin fee / account holder | $112 | $82+36.0% | $13,027-99.1% | $95+18.6% |