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 9-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 | $29,360 | $43,411-32.4% | $94,993-69.1% | $69,631-57.8% |
| Participation rate | 3.3% | 64.4%-61.1pp | 73.9%-70.6pp | 70.7%-67.4pp |
| Annual return | 0.00% | 22.54%-22.5pp | 27.12%-27.1pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $2,603-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $244 | $2,384-89.8% | $3,317-92.6% | $3,224-92.4% |
| Admin fee / account holder | $0 | $87-100.0% | $4,960-100.0% | $110-100.0% |