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 | $32,046 | $58,655-45.4% | $91,989-65.2% | $65,185-50.8% |
| Participation rate | 32.0% | 75.3%-43.3pp | 78.6%-46.7pp | 70.2%-38.2pp |
| Annual return | 21.10% | 33.92%-12.8pp | 69.02%-47.9pp | 29.38%-8.3pp |
| Employer contribution / active EE | $597 | $2,080-71.3% | $3,452-82.7% | $2,177-72.6% |
| Participant deferral / active EE | $970 | $5,474-82.3% | $5,923-83.6% | $3,514-72.4% |
| Admin fee / account holder | $60 | $434-86.1% | $7,743-99.2% | $847-92.9% |