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 | $68,126 | $51,466+32.4% | $78,778-13.5% | $62,292+9.4% |
| Participation rate | 28.3% | 59.8%-31.5pp | 69.2%-40.9pp | 69.5%-41.2pp |
| Annual return | 17.56% | 19.96%-2.4pp | 35.62%-18.1pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,009 | $2,147-6.4% | $2,958-32.1% | $3,169-36.6% |
| Admin fee / account holder | $88 | $489-81.9% | $5,134-98.3% | $479-81.6% |