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.
Employer 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 | $41,493 | $60,165-31.0% | $74,183-44.1% | $55,167-24.8% |
| Participation rate | 62.9% | 74.2%-11.3pp | 76.6%-13.7pp | 69.0%-6.1pp |
| Annual return | 8.38% | 10.00%-1.6pp | 17.74%-9.4pp | 169.23%-160.8pp |
| Employer contribution / active EE | $311 | $1,600-80.6% | $2,370-86.9% | $1,963-84.2% |
| Participant deferral / active EE | $1,617 | $2,973-45.6% | $3,550-54.4% | $3,054-47.0% |
| Admin fee / account holder | $8 | $419-98.1% | $5,586-99.9% | $504-98.4% |