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 | $61,637 | $73,102-15.7% | $123,544-50.1% | $56,287+9.5% |
| Participation rate | 54.9% | 74.3%-19.4pp | 82.3%-27.4pp | 69.9%-15.0pp |
| Annual return | -3.73% | 3.01%-6.7pp | 119.20%-122.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,056 | $2,977-64.5% | $4,628-77.2% | $2,111-50.0% |
| Participant deferral / active EE | $1,657 | $5,423-69.4% | $6,426-74.2% | $3,350-50.5% |
| Admin fee / account holder | $103 | $554-81.4% | $9,284-98.9% | $521-80.2% |