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 | $13,686 | $36,916-62.9% | $156,549-91.3% | $57,658-76.3% |
| Participation rate | 6.7% | 63.4%-56.8pp | 84.0%-77.3pp | 70.2%-63.6pp |
| Annual return | 11.03% | 12.38%-1.4pp | 32.23%-21.2pp | 5.13%+5.9pp |
| Employer contribution / active EE | $272 | $1,571-82.7% | $5,501-95.1% | $1,974-86.2% |
| Participant deferral / active EE | $424 | $1,926-78.0% | $4,871-91.3% | $3,061-86.1% |
| Admin fee / account holder | $25 | $82-69.1% | $13,027-99.8% | $95-73.1% |