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 | $25,993 | $43,423-40.1% | $78,689-67.0% | $55,167-52.9% |
| Participation rate | 22.5% | 68.0%-45.5pp | 73.6%-51.0pp | 69.0%-46.5pp |
| Annual return | 6.58% | 11.53%-4.9pp | 62.18%-55.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $414 | $1,997-79.3% | $2,851-85.5% | $1,963-78.9% |
| Participant deferral / active EE | $693 | $2,509-72.4% | $3,517-80.3% | $3,054-77.3% |
| Admin fee / account holder | $226 | $416-45.7% | $4,510-95.0% | $504-55.2% |