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 | $25,781 | $52,953-51.3% | $172,739-85.1% | $65,185-60.5% |
| Participation rate | 37.9% | 66.2%-28.3pp | 82.6%-44.7pp | 70.2%-32.3pp |
| Annual return | 24.66% | 30.12%-5.5pp | 802.84%-778.2pp | 29.38%-4.7pp |
| Employer contribution / active EE | $337 | $2,190-84.6% | $5,143-93.4% | $2,177-84.5% |
| Participant deferral / active EE | $470 | $2,471-81.0% | $5,198-91.0% | $3,514-86.6% |
| Admin fee / account holder | $55 | $472-88.4% | $13,954-99.6% | $847-93.6% |