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 | $15,409 | $63,442-75.7% | $68,791-77.6% | $66,914-77.0% |
| Participation rate | 17.9% | 60.0%-42.1pp | 69.0%-51.2pp | 69.8%-51.9pp |
| Annual return | -14.78% | -8.29%-6.5pp | -6.38%-8.4pp | 1.58%-16.4pp |
| Employer contribution / active EE | $597 | $1,775-66.4% | $2,655-77.5% | $2,544-76.5% |
| Participant deferral / active EE | $580 | $2,945-80.3% | $3,941-85.3% | $4,237-86.3% |
| Admin fee / account holder | $0 | $577-100.0% | $4,932-100.0% | $593-100.0% |