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 | $78,086 | $58,655+33.1% | $91,989-15.1% | $65,185+19.8% |
| Participation rate | 25.0% | 75.3%-50.3pp | 78.6%-53.6pp | 70.2%-45.2pp |
| Annual return | 21.56% | 33.92%-12.4pp | 69.02%-47.5pp | 29.38%-7.8pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $865 | $5,474-84.2% | $5,923-85.4% | $3,514-75.4% |
| Admin fee / account holder | $0 | $434-100.0% | $7,743-100.0% | $847-100.0% |