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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,350 | $65,435-39.9% | $86,677-54.6% | $66,914-41.2% |
| Participation rate | 55.4% | 75.5%-20.1pp | 76.6%-21.2pp | 69.8%-14.4pp |
| Annual return | -14.63% | -10.89%-3.7pp | 35.91%-50.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,158 | $2,153-46.2% | $2,836-59.2% | $2,544-54.5% |
| Participant deferral / active EE | $1,821 | $4,100-55.6% | $4,656-60.9% | $4,237-57.0% |
| Admin fee / account holder | $75 | $642-88.4% | $7,493-99.0% | $593-87.4% |