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 | $21,476 | $46,360-53.7% | $147,614-85.5% | $52,331-59.0% |
| Participation rate | 30.2% | 64.9%-34.8pp | 84.6%-54.4pp | 68.1%-37.9pp |
| Annual return | 0.99% | 1.62%-0.6pp | 61.98%-61.0pp | 4.54%-3.6pp |
| Employer contribution / active EE | $317 | $2,126-85.1% | $5,564-94.3% | $1,882-83.1% |
| Participant deferral / active EE | $320 | $2,258-85.8% | $4,895-93.5% | $3,022-89.4% |
| Admin fee / account holder | $23 | $766-96.9% | $11,611-99.8% | $592-96.0% |