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 | $34,406 | $52,953-35.0% | $172,739-80.1% | $65,185-47.2% |
| Participation rate | 57.7% | 66.2%-8.5pp | 82.6%-25.0pp | 70.2%-12.5pp |
| Annual return | 21.29% | 30.12%-8.8pp | 802.84%-781.6pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,718 | $2,190-21.6% | $5,143-66.6% | $2,177-21.1% |
| Participant deferral / active EE | $352 | $2,471-85.7% | $5,198-93.2% | $3,514-90.0% |
| Admin fee / account holder | $5 | $472-99.0% | $13,954-100.0% | $847-99.5% |