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 | $23,594 | $46,732-49.5% | $156,549-84.9% | $55,167-57.2% |
| Participation rate | 12.3% | 65.8%-53.5pp | 84.0%-71.7pp | 69.0%-56.6pp |
| Annual return | 7.80% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $412 | $2,204-81.3% | $4,871-91.5% | $3,054-86.5% |
| Admin fee / account holder | $22 | $418-94.8% | $13,027-99.8% | $504-95.7% |