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 | $29,514 | $80,753-63.5% | $136,294-78.3% | $62,292-52.6% |
| Participation rate | 17.2% | 73.5%-56.3pp | 81.9%-64.7pp | 69.5%-52.3pp |
| Annual return | 17.73% | 35.83%-18.1pp | 5155.94%-5138.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,028 | $5,164-80.1% | $6,247-83.5% | $3,169-67.5% |
| Admin fee / account holder | $128 | $525-75.7% | $9,243-98.6% | $479-73.3% |