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 | $32,859 | $58,083-43.4% | $80,019-58.9% | $56,287-41.6% |
| Participation rate | 46.6% | 73.6%-27.0pp | 75.8%-29.2pp | 69.9%-23.3pp |
| Annual return | -4.18% | 34.61%-38.8pp | 11.22%-15.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,065 | $3,135-66.0% | $3,686-71.1% | $3,350-68.2% |
| Admin fee / account holder | $36 | $623-94.1% | $6,521-99.4% | $521-93.0% |