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 | $39,669 | $43,133-8.0% | $89,391-55.6% | $73,488-46.0% |
| Participation rate | 3.4% | 55.0%-51.6pp | 68.0%-64.6pp | 70.7%-67.3pp |
| Annual return | 19.03% | 135.66%-116.6pp | 245.62%-226.6pp | 28.51%-9.5pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $159 | $2,445-93.5% | $3,890-95.9% | $3,740-95.8% |
| Admin fee / account holder | $53 | $444-88.0% | $4,881-98.9% | $513-89.6% |