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 9-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 | $33,170 | $57,921-42.7% | $84,750-60.9% | $57,658-42.5% |
| Participation rate | 48.6% | 72.9%-24.3pp | 76.6%-28.0pp | 70.2%-21.6pp |
| Annual return | 7.96% | 10.24%-2.3pp | 22.78%-14.8pp | 5.13%+2.8pp |
| Employer contribution / active EE | $3,853 | $2,598+48.3% | $3,574+7.8% | $1,974+95.2% |
| Participant deferral / active EE | $1,023 | $2,742-62.7% | $3,712-72.4% | $3,061-66.6% |
| Admin fee / account holder | $127 | $130-2.3% | $5,332-97.6% | $95+34.1% |