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 | $19,976 | $37,196-46.3% | $154,107-87.0% | $55,725-64.2% |
| Participation rate | 17.4% | 64.1%-46.7pp | 83.0%-65.6pp | 70.9%-53.5pp |
| Annual return | -0.57% | 1319.68%-1320.2pp | 735.12%-735.7pp | 244.93%-245.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $388 | $2,068-81.2% | $5,081-92.4% | $3,356-88.4% |
| Admin fee / account holder | $71 | $102-29.7% | $13,411-99.5% | $115-38.0% |