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 | $30,136 | $28,416+6.1% | $73,545-59.0% | $69,631-56.7% |
| Participation rate | 4.2% | 38.3%-34.1pp | 54.9%-50.7pp | 70.7%-66.4pp |
| Annual return | 14.43% | -694.13%+708.6pp | -15.16%+29.6pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $113 | $897-87.4% | $1,806-93.7% | $3,224-96.5% |
| Admin fee / account holder | $59 | $104-43.1% | $2,320-97.4% | $110-46.2% |