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 | $44,709 | $37,196+20.2% | $154,107-71.0% | $55,725-19.8% |
| Participation rate | 11.6% | 64.1%-52.5pp | 83.0%-71.5pp | 70.9%-59.3pp |
| Annual return | -5.24% | 1319.68%-1324.9pp | 735.12%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $420 | $2,068-79.7% | $5,081-91.7% | $3,356-87.5% |
| Admin fee / account holder | $4 | $102-96.4% | $13,411-100.0% | $115-96.8% |