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 | $134,464 | $79,124+69.9% | $60,874+120.9% | $64,808+107.5% |
| Participation rate | 1.0% | 77.7%-76.7pp | 73.1%-72.1pp | 71.5%-70.5pp |
| Annual return | -9.70% | -7.13%-2.6pp | 16.90%-26.6pp | 32.82%-42.5pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $13 | $3,725-99.6% | $3,817-99.7% | $4,310-99.7% |
| Admin fee / account holder | $0 | $106-100.0% | $3,224-100.0% | $188-100.0% |