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 | $74,904 | $58,083+29.0% | $80,019-6.4% | $56,287+33.1% |
| Participation rate | 68.9% | 73.6%-4.7pp | 75.8%-7.0pp | 69.9%-1.0pp |
| Annual return | 8.69% | 34.61%-25.9pp | 11.22%-2.5pp | -9.96%+18.6pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,232 | $3,135-60.7% | $3,686-66.6% | $3,350-63.2% |
| Admin fee / account holder | $3 | $623-99.6% | $6,521-100.0% | $521-99.5% |