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 | $22,748 | $62,928-63.9% | $172,739-86.8% | $67,579-66.3% |
| Participation rate | 14.6% | 64.5%-49.9pp | 82.6%-68.1pp | 71.3%-56.7pp |
| Annual return | 20.73% | 30.36%-9.6pp | 802.84%-782.1pp | 378.56%-357.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $410 | $2,145-80.9% | $5,198-92.1% | $3,539-88.4% |
| Admin fee / account holder | $8 | $167-95.1% | $13,954-99.9% | $142-94.2% |