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 | $8,346 | $23,224-64.1% | $71,086-88.3% | $55,725-85.0% |
| Participation rate | 69.8% | 37.9%+31.9pp | 54.7%+15.1pp | 70.9%-1.1pp |
| Annual return | 8.03% | -2.87%+10.9pp | 650.59%-642.6pp | 244.93%-236.9pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $299 | $929-67.9% | $1,874-84.1% | $3,356-91.1% |
| Admin fee / account holder | $7 | $118-94.4% | $3,082-99.8% | $115-94.3% |