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 | $25,625 | $75,183-65.9% | $123,892-79.3% | $55,167-53.6% |
| Participation rate | 52.9% | 72.8%-19.9pp | 81.4%-28.5pp | 69.0%-16.1pp |
| Annual return | 6.97% | 19.01%-12.0pp | 47.52%-40.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $949 | $2,823-66.4% | $4,617-79.4% | $1,963-51.6% |
| Participant deferral / active EE | $1,731 | $5,084-65.9% | $5,984-71.1% | $3,054-43.3% |
| Admin fee / account holder | $34 | $663-94.8% | $8,357-99.6% | $504-93.2% |