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 | $23,694 | $48,076-50.7% | $78,689-69.9% | $62,891-62.3% |
| Participation rate | 14.3% | 65.2%-50.9pp | 73.6%-59.3pp | 69.3%-55.0pp |
| Annual return | 14.01% | 31.35%-17.3pp | 62.18%-48.2pp | 20.14%-6.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $350 | $2,588-86.5% | $3,517-90.0% | $3,203-89.1% |
| Admin fee / account holder | $87 | $3,207-97.3% | $4,510-98.1% | $4,296-98.0% |