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 | $26,119 | $36,916-29.2% | $156,549-83.3% | $57,658-54.7% |
| Participation rate | 21.5% | 63.4%-41.9pp | 84.0%-62.5pp | 70.2%-48.7pp |
| Annual return | 7.27% | 12.38%-5.1pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $262 | $1,571-83.3% | $5,501-95.2% | $1,974-86.7% |
| Participant deferral / active EE | $502 | $1,926-73.9% | $4,871-89.7% | $3,061-83.6% |
| Admin fee / account holder | $6 | $82-92.6% | $13,027-100.0% | $95-93.5% |