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 | $35,286 | $36,916-4.4% | $156,549-77.5% | $57,658-38.8% |
| Participation rate | 22.5% | 63.4%-40.9pp | 84.0%-61.5pp | 70.2%-47.7pp |
| Annual return | 5.60% | 12.38%-6.8pp | 32.23%-26.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $405 | $1,571-74.2% | $5,501-92.6% | $1,974-79.5% |
| Participant deferral / active EE | $516 | $1,926-73.2% | $4,871-89.4% | $3,061-83.1% |
| Admin fee / account holder | $20 | $82-75.7% | $13,027-99.8% | $95-78.8% |