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 | $19,276 | $46,732-58.8% | $156,549-87.7% | $55,167-65.1% |
| Participation rate | 41.1% | 65.8%-24.7pp | 84.0%-42.9pp | 69.0%-27.9pp |
| Annual return | 5.82% | 17.72%-11.9pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $155 | $2,105-92.6% | $5,501-97.2% | $1,963-92.1% |
| Participant deferral / active EE | $1,165 | $2,204-47.1% | $4,871-76.1% | $3,054-61.9% |
| Admin fee / account holder | $9 | $418-97.7% | $13,027-99.9% | $504-98.1% |