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 | $40,454 | $47,977-15.7% | $154,107-73.7% | $56,287-28.1% |
| Participation rate | 27.2% | 66.2%-39.0pp | 83.0%-55.8pp | 69.9%-42.6pp |
| Annual return | -6.69% | 3.54%-10.2pp | 735.12%-741.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $451 | $2,169-79.2% | $5,298-91.5% | $2,111-78.7% |
| Participant deferral / active EE | $690 | $2,392-71.2% | $5,081-86.4% | $3,350-79.4% |
| Admin fee / account holder | $11 | $438-97.5% | $13,411-99.9% | $521-97.9% |