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 | $30,086 | $56,897-47.1% | $84,750-64.5% | $62,891-52.2% |
| Participation rate | 25.6% | 68.5%-42.9pp | 76.6%-50.9pp | 69.3%-43.7pp |
| Annual return | 6.94% | 6.30%+0.6pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $886 | $2,709-67.3% | $3,712-76.1% | $3,203-72.3% |
| Admin fee / account holder | $62 | $3,581-98.3% | $5,332-98.8% | $4,296-98.6% |