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 | $42,357 | $66,813-36.6% | $100,516-57.9% | $73,488-42.4% |
| Participation rate | 30.7% | 77.5%-46.8pp | 79.4%-48.7pp | 70.7%-40.0pp |
| Annual return | 20.04% | 25.70%-5.7pp | 30.89%-10.8pp | 28.51%-8.5pp |
| Employer contribution / active EE | $583 | $2,147-72.8% | $3,418-82.9% | $2,270-74.3% |
| Participant deferral / active EE | $973 | $5,883-83.5% | $6,270-84.5% | $3,740-74.0% |
| Admin fee / account holder | $73 | $512-85.8% | $8,081-99.1% | $513-85.8% |