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 | $95,979 | $87,173+10.1% | $59,878+60.3% | $75,289+27.5% |
| Participation rate | 5.1% | 74.5%-69.4pp | 74.7%-69.6pp | 72.4%-67.4pp |
| Annual return | -2.34% | -2.14%-0.2pp | 3.46%-5.8pp | -0.04%-2.3pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,722-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $41 | $3,379-98.8% | $3,402-98.8% | $3,739-98.9% |
| Admin fee / account holder | $0 | $75-100.0% | $3,590-100.0% | $102-100.0% |