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 | $24,176 | $46,173-47.6% | $170,442-85.8% | $69,631-65.3% |
| Participation rate | 45.1% | 63.9%-18.8pp | 83.6%-38.5pp | 70.7%-25.6pp |
| Annual return | 17.80% | 21.62%-3.8pp | 205.93%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $691 | $1,610-57.1% | $5,433-87.3% | $2,032-66.0% |
| Participant deferral / active EE | $441 | $2,080-78.8% | $4,939-91.1% | $3,224-86.3% |
| Admin fee / account holder | $128 | $116+10.7% | $13,880-99.1% | $110+16.2% |