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 | $107,811 | $52,953+103.6% | $172,739-37.6% | $65,185+65.4% |
| Participation rate | 2.1% | 66.2%-64.1pp | 82.6%-80.6pp | 70.2%-68.1pp |
| Annual return | 20.68% | 30.12%-9.4pp | 802.84%-782.2pp | 29.38%-8.7pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $160 | $2,471-93.5% | $5,198-96.9% | $3,514-95.5% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |