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 | $135,031 | $91,937+46.9% | $59,878+125.5% | $68,904+96.0% |
| Participation rate | 7.2% | 74.4%-67.3pp | 74.7%-67.5pp | 74.1%-67.0pp |
| Annual return | -0.90% | -3.10%+2.2pp | 3.46%-4.4pp | 1.07%-2.0pp |
| Employer contribution / active EE | $0 | $4,347-100.0% | $2,722-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $235 | $3,817-93.8% | $3,402-93.1% | $4,015-94.1% |
| Admin fee / account holder | $0 | $27-100.0% | $3,590-100.0% | $71-100.0% |