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 | $58,736 | $28,416+106.7% | $73,545-20.1% | $69,631-15.6% |
| Participation rate | 5.0% | 38.3%-33.3pp | 54.9%-49.9pp | 70.7%-65.7pp |
| Annual return | 24.38% | -694.13%+718.5pp | -15.16%+39.5pp | 27571.02%-27546.6pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $181 | $897-79.8% | $1,806-90.0% | $3,224-94.4% |
| Admin fee / account holder | $44 | $104-57.7% | $2,320-98.1% | $110-60.0% |