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 | $58,553 | $43,423+34.8% | $78,689-25.6% | $55,167+6.1% |
| Participation rate | 10.8% | 68.0%-57.2pp | 73.6%-62.8pp | 69.0%-58.2pp |
| Annual return | 7.57% | 11.53%-4.0pp | 62.18%-54.6pp | 169.23%-161.7pp |
| Employer contribution / active EE | $329 | $1,997-83.5% | $2,851-88.5% | $1,963-83.3% |
| Participant deferral / active EE | $597 | $2,509-76.2% | $3,517-83.0% | $3,054-80.4% |
| Admin fee / account holder | $284 | $416-31.7% | $4,510-93.7% | $504-43.6% |