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 | $31,878 | $54,281-41.3% | $60,547-47.4% | $59,188-46.1% |
| Participation rate | 21.9% | 66.8%-44.9pp | 68.0%-46.0pp | 69.4%-47.5pp |
| Annual return | -0.62% | 1.74%-2.4pp | 335.64%-336.3pp | 5.51%-6.1pp |
| Employer contribution / active EE | $0 | $2,031-100.0% | $2,419-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $647 | $2,789-76.8% | $3,328-80.6% | $3,265-80.2% |
| Admin fee / account holder | $7 | $64-89.0% | $4,536-99.8% | $92-92.3% |