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 | $53,320 | $70,002-23.8% | $115,037-53.6% | $52,331+1.9% |
| Participation rate | 68.0% | 72.1%-4.1pp | 81.4%-13.3pp | 68.1%-0.1pp |
| Annual return | 0.69% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,106 | $2,715-59.3% | $4,608-76.0% | $1,882-41.2% |
| Participant deferral / active EE | $1,274 | $4,920-74.1% | $6,026-78.9% | $3,022-57.8% |
| Admin fee / account holder | $117 | $566-79.3% | $8,175-98.6% | $592-80.2% |