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 | $29,127 | $46,173-36.9% | $170,442-82.9% | $69,631-58.2% |
| Participation rate | 23.2% | 63.9%-40.7pp | 83.6%-60.4pp | 70.7%-47.5pp |
| Annual return | 15.78% | 21.62%-5.8pp | 205.93%-190.2pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $261 | $1,610-83.8% | $5,433-95.2% | $2,032-87.2% |
| Participant deferral / active EE | $520 | $2,080-75.0% | $4,939-89.5% | $3,224-83.9% |
| Admin fee / account holder | $7 | $116-94.0% | $13,880-99.9% | $110-93.7% |