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 | $20,873 | $47,977-56.5% | $154,107-86.5% | $56,287-62.9% |
| Participation rate | 30.7% | 66.2%-35.5pp | 83.0%-52.4pp | 69.9%-39.2pp |
| Annual return | -2.84% | 3.54%-6.4pp | 735.12%-738.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $311 | $2,169-85.7% | $5,298-94.1% | $2,111-85.3% |
| Participant deferral / active EE | $426 | $2,392-82.2% | $5,081-91.6% | $3,350-87.3% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.7% |