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.
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 | $57,221 | $36,916+55.0% | $156,549-63.4% | $57,658-0.8% |
| Participation rate | 18.1% | 63.4%-45.3pp | 84.0%-65.9pp | 70.2%-52.1pp |
| Annual return | 9.08% | 12.38%-3.3pp | 32.23%-23.1pp | 5.13%+3.9pp |
| Employer contribution / active EE | $204 | $1,571-87.0% | $5,501-96.3% | $1,974-89.7% |
| Participant deferral / active EE | $658 | $1,926-65.8% | $4,871-86.5% | $3,061-78.5% |
| Admin fee / account holder | $0 | $82-99.8% | $13,027-100.0% | $95-99.8% |