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 | $40,231 | $73,638-45.4% | $95,952-58.1% | $73,488-45.3% |
| Participation rate | 23.0% | 76.2%-53.2pp | 77.1%-54.1pp | 70.7%-47.7pp |
| Annual return | 15.07% | 16.78%-1.7pp | 91.61%-76.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,075 | $3,617-70.3% | $4,167-74.2% | $3,740-71.3% |
| Admin fee / account holder | $16 | $482-96.6% | $6,795-99.8% | $513-96.8% |