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 | $14,713 | $26,805-45.1% | $59,496-75.3% | $52,331-71.9% |
| Participation rate | 21.8% | 39.3%-17.6pp | 54.6%-32.8pp | 68.1%-46.3pp |
| Annual return | 33.69% | 2.61%+31.1pp | 182.05%-148.4pp | 4.54%+29.1pp |
| Employer contribution / active EE | $182 | $450-59.5% | $1,153-84.2% | $1,882-90.3% |
| Participant deferral / active EE | $262 | $916-71.5% | $1,829-85.7% | $3,022-91.3% |
| Admin fee / account holder | $0 | $305-100.0% | $2,232-100.0% | $592-100.0% |