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 | $14,292 | $55,453-74.2% | $170,442-91.6% | $62,292-77.1% |
| Participation rate | 16.8% | 66.4%-49.6pp | 83.6%-66.8pp | 69.5%-52.7pp |
| Annual return | 13.25% | 21.38%-8.1pp | 205.93%-192.7pp | 28.90%-15.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $427 | $2,303-81.5% | $4,939-91.4% | $3,169-86.5% |
| Admin fee / account holder | $3 | $455-99.4% | $13,880-100.0% | $479-99.5% |