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 | $22,892 | $52,953-56.8% | $172,739-86.7% | $65,185-64.9% |
| Participation rate | 41.5% | 66.2%-24.7pp | 82.6%-41.2pp | 70.2%-28.7pp |
| Annual return | 21.13% | 30.12%-9.0pp | 802.84%-781.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $355 | $2,190-83.8% | $5,143-93.1% | $2,177-83.7% |
| Participant deferral / active EE | $616 | $2,471-75.1% | $5,198-88.2% | $3,514-82.5% |
| Admin fee / account holder | $2 | $472-99.5% | $13,954-100.0% | $847-99.7% |