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 9-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 | $27,331 | $58,083-52.9% | $80,019-65.8% | $56,287-51.4% |
| Participation rate | 14.7% | 73.6%-58.9pp | 75.8%-61.1pp | 69.9%-55.1pp |
| Annual return | -5.71% | 34.61%-40.3pp | 11.22%-16.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $542 | $3,135-82.7% | $3,686-85.3% | $3,350-83.8% |
| Admin fee / account holder | $31 | $623-95.0% | $6,521-99.5% | $521-94.0% |