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 | $26,456 | $42,546-37.8% | $71,796-63.2% | $55,167-52.0% |
| Participation rate | 14.8% | 59.1%-44.4pp | 69.1%-54.3pp | 69.0%-54.2pp |
| Annual return | 6.05% | 12.36%-6.3pp | 78.04%-72.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $520 | $2,064-74.8% | $2,794-81.4% | $3,054-83.0% |
| Admin fee / account holder | $99 | $650-84.7% | $4,815-97.9% | $504-80.3% |