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 | $23,402 | $50,958-54.1% | $74,550-68.6% | $64,186-63.5% |
| Participation rate | 54.9% | 61.1%-6.2pp | 69.1%-14.3pp | 69.6%-14.7pp |
| Annual return | -4.15% | -1.86%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,801 | $2,301+21.7% | $3,108-9.9% | $3,470-19.3% |
| Admin fee / account holder | $75 | $4,223-98.2% | $5,060-98.5% | $4,888-98.5% |