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 | $98,150 | $58,879+66.7% | $178,490-45.0% | $73,488+33.6% |
| Participation rate | 2.6% | 66.2%-63.6pp | 81.9%-79.3pp | 70.7%-68.0pp |
| Annual return | 13.48% | 24.86%-11.4pp | 151.07%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $168 | $2,567-93.5% | $5,202-96.8% | $3,740-95.5% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |