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 7-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 | $21,411 | $58,726-63.5% | $92,233-76.8% | $62,292-65.6% |
| Participation rate | 24.7% | 68.3%-43.7pp | 76.5%-51.8pp | 69.5%-44.8pp |
| Annual return | 0.00% | 43.62%-43.6pp | 176.28%-176.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $662 | $2,392-72.3% | $3,679-82.0% | $2,042-67.6% |
| Participant deferral / active EE | $769 | $2,766-72.2% | $3,897-80.3% | $3,169-75.7% |
| Admin fee / account holder | $2 | $556-99.6% | $5,194-100.0% | $479-99.5% |