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 | $36,842 | $39,948-7.8% | $89,391-58.8% | $73,409-49.8% |
| Participation rate | 4.3% | 50.4%-46.1pp | 68.0%-63.6pp | 72.2%-67.8pp |
| Annual return | 17.94% | 50.12%-32.2pp | 245.62%-227.7pp | 59.29%-41.3pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $132 | $2,193-94.0% | $3,890-96.6% | $3,805-96.5% |
| Admin fee / account holder | $18 | $134-86.4% | $4,881-99.6% | $158-88.4% |