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 | $113,496 | $76,552+48.3% | $123,892-8.4% | $62,891+80.5% |
| Participation rate | 30.9% | 73.0%-42.1pp | 81.4%-50.5pp | 69.3%-38.4pp |
| Annual return | 7.26% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,696 | $4,840-23.6% | $5,984-38.2% | $3,203+15.4% |
| Admin fee / account holder | $29 | $4,826-99.4% | $8,357-99.6% | $4,296-99.3% |