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 | $30,051 | $65,041-53.8% | $90,951-67.0% | $79,858-62.4% |
| Participation rate | 53.8% | 61.6%-7.9pp | 69.0%-15.3pp | 69.6%-15.9pp |
| Annual return | 12.74% | 30.45%-17.7pp | 134.60%-121.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,442 | $2,512-2.8% | $3,373-27.6% | $3,740-34.7% |
| Admin fee / account holder | $13 | $4,536-99.7% | $5,959-99.8% | $5,306-99.8% |