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 | $25,759 | $63,346-59.3% | $92,233-72.1% | $70,131-63.3% |
| Participation rate | 59.8% | 68.7%-8.9pp | 76.5%-16.7pp | 69.5%-9.8pp |
| Annual return | 13.76% | 530.12%-516.4pp | 176.28%-162.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $819 | $2,854-71.3% | $3,897-79.0% | $3,332-75.4% |
| Admin fee / account holder | $73 | $3,840-98.1% | $5,194-98.6% | $4,645-98.4% |