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 | $32,887 | $75,284-56.3% | $91,001-63.9% | $69,631-52.8% |
| Participation rate | 43.2% | 80.4%-37.2pp | 75.6%-32.4pp | 70.7%-27.5pp |
| Annual return | 16.62% | 48.40%-31.8pp | 4.60%+12.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $743 | $3,700-79.9% | $3,547-79.1% | $3,224-77.0% |
| Admin fee / account holder | $20 | $111-81.5% | $5,417-99.6% | $110-81.5% |