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 | $45,228 | $55,449-18.4% | $83,848-46.1% | $56,287-19.6% |
| Participation rate | 5.3% | 68.0%-62.7pp | 76.1%-70.8pp | 69.9%-64.5pp |
| Annual return | -3.52% | -1.38%-2.1pp | 850.88%-854.4pp | -9.96%+6.4pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $184 | $2,935-93.7% | $4,082-95.5% | $3,350-94.5% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |