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 | $31,750 | $56,629-43.9% | $77,999-59.3% | $55,167-42.4% |
| Participation rate | 42.4% | 73.3%-30.9pp | 75.5%-33.1pp | 69.0%-26.6pp |
| Annual return | 6.70% | 2866.98%-2860.3pp | 425.96%-419.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $658 | $1,723-61.8% | $2,470-73.4% | $1,963-66.5% |
| Participant deferral / active EE | $879 | $2,777-68.4% | $3,497-74.9% | $3,054-71.2% |
| Admin fee / account holder | $264 | $467-43.3% | $5,480-95.2% | $504-47.5% |