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 9-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 | $18,654 | $43,423-57.0% | $78,689-76.3% | $55,167-66.2% |
| Participation rate | 4.9% | 68.0%-63.2pp | 73.6%-68.7pp | 69.0%-64.1pp |
| Annual return | 0.00% | 11.53%-11.5pp | 62.18%-62.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $22 | $2,509-99.1% | $3,517-99.4% | $3,054-99.3% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |