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 | $118,069 | $98,780+19.5% | $60,874+94.0% | $77,904+51.6% |
| Participation rate | 2.2% | 76.7%-74.5pp | 73.1%-70.9pp | 73.7%-71.5pp |
| Annual return | -7.42% | -11.56%+4.1pp | 16.90%-24.3pp | 12.21%-19.6pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,701-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $40 | $4,200-99.0% | $3,817-98.9% | $4,806-99.2% |
| Admin fee / account holder | $0 | $89-100.0% | $3,224-100.0% | $133-100.0% |