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 | $35,476 | $55,214-35.7% | $104,607-66.1% | $73,488-51.7% |
| Participation rate | 22.6% | 67.8%-45.3pp | 74.1%-51.5pp | 70.7%-48.1pp |
| Annual return | 13.16% | 24.79%-11.6pp | 340.46%-327.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $383 | $1,468-73.9% | $2,681-85.7% | $2,270-83.1% |
| Participant deferral / active EE | $688 | $2,925-76.5% | $3,740-81.6% | $3,740-81.6% |
| Admin fee / account holder | $9 | $424-98.0% | $6,473-99.9% | $513-98.3% |