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 | $49,926 | $55,636-10.3% | $81,983-39.1% | $73,488-32.1% |
| Participation rate | 56.8% | 62.3%-5.5pp | 69.2%-12.4pp | 70.7%-13.9pp |
| Annual return | 16.79% | 19.07%-2.3pp | 41.31%-24.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,092 | $2,762-60.5% | $3,722-70.7% | $3,740-70.8% |
| Admin fee / account holder | $52 | $493-89.5% | $5,664-99.1% | $513-89.9% |