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 | $22,512 | $48,261-53.4% | $68,793-67.3% | $55,725-59.6% |
| Participation rate | 24.1% | 71.0%-46.9pp | 72.2%-48.1pp | 70.9%-46.7pp |
| Annual return | -2.48% | -2.61%+0.1pp | -4.63%+2.1pp | 244.93%-247.4pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,625-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $277 | $2,712-89.8% | $3,311-91.6% | $3,356-91.7% |
| Admin fee / account holder | $9 | $126-92.8% | $5,131-99.8% | $115-92.1% |