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 | $17,116 | $25,165-32.0% | $73,545-76.7% | $77,958-78.0% |
| Participation rate | 0.9% | 36.6%-35.7pp | 54.9%-54.0pp | 71.6%-70.7pp |
| Annual return | 16.22% | 18.12%-1.9pp | -15.16%+31.4pp | 20.87%-4.6pp |
| Employer contribution / active EE | $0 | $395-100.0% | $1,219-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $15 | $898-98.3% | $1,806-99.2% | $3,537-99.6% |
| Admin fee / account holder | $17 | $76-77.5% | $2,320-99.3% | $97-82.5% |