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 | $78,213 | $63,299+23.6% | $91,001-14.1% | $62,292+25.6% |
| Participation rate | 57.5% | 73.3%-15.8pp | 75.6%-18.1pp | 69.5%-12.0pp |
| Annual return | 18.49% | 20.99%-2.5pp | 4.60%+13.9pp | 28.90%-10.4pp |
| Employer contribution / active EE | $36 | $1,807-98.0% | $2,456-98.5% | $2,042-98.2% |
| Participant deferral / active EE | $1,504 | $2,943-48.9% | $3,547-57.6% | $3,169-52.5% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |