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 | $34,179 | $73,102-53.2% | $123,544-72.3% | $56,287-39.3% |
| Participation rate | 42.7% | 74.3%-31.6pp | 82.3%-39.6pp | 69.9%-27.1pp |
| Annual return | -5.89% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $689 | $2,977-76.8% | $4,628-85.1% | $2,111-67.3% |
| Participant deferral / active EE | $1,776 | $5,423-67.3% | $6,426-72.4% | $3,350-47.0% |
| Admin fee / account holder | $25 | $554-95.5% | $9,284-99.7% | $521-95.2% |