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 | $85,074 | $85,199-0.1% | $57,179+48.8% | $63,975+33.0% |
| Participation rate | 5.6% | 74.0%-68.4pp | 75.3%-69.7pp | 71.1%-65.5pp |
| Annual return | 10.49% | 10.43%+0.1pp | 14.59%-4.1pp | 48.65%-38.2pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,682-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $50 | $3,109-98.4% | $3,096-98.4% | $3,356-98.5% |
| Admin fee / account holder | $0 | $39-100.0% | $3,139-100.0% | $70-100.0% |