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 | $25,481 | $58,879-56.7% | $178,490-85.7% | $73,488-65.3% |
| Participation rate | 59.9% | 66.2%-6.3pp | 81.9%-22.0pp | 70.7%-10.8pp |
| Annual return | 19.27% | 24.86%-5.6pp | 151.07%-131.8pp | 28.51%-9.2pp |
| Employer contribution / active EE | $499 | $2,236-77.7% | $5,011-90.0% | $2,270-78.0% |
| Participant deferral / active EE | $742 | $2,567-71.1% | $5,202-85.7% | $3,740-80.1% |
| Admin fee / account holder | $2 | $400-99.5% | $13,984-100.0% | $513-99.6% |