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 | $114,810 | $78,181+46.9% | $57,343+100.2% | $67,505+70.1% |
| Participation rate | 14.2% | 76.6%-62.4pp | 75.1%-60.9pp | 71.2%-57.0pp |
| Annual return | 2.09% | 2.76%-0.7pp | 24.39%-22.3pp | 6.52%-4.4pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,689-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $850 | $3,501-75.7% | $3,162-73.1% | $3,597-76.4% |
| Admin fee / account holder | $241 | $27+810.1% | $3,356-92.8% | $56+329.7% |