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 | $35,273 | $73,102-51.7% | $123,544-71.4% | $56,287-37.3% |
| Participation rate | 13.8% | 74.3%-60.5pp | 82.3%-68.5pp | 69.9%-56.0pp |
| Annual return | 8.78% | 3.01%+5.8pp | 119.20%-110.4pp | -9.96%+18.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,045 | $5,423-62.3% | $6,426-68.2% | $3,350-38.9% |
| Admin fee / account holder | $16 | $554-97.1% | $9,284-99.8% | $521-96.9% |