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 | $114,408 | $86,332+32.5% | $125,175-8.6% | $65,185+75.5% |
| Participation rate | 56.7% | 75.3%-18.6pp | 79.8%-23.1pp | 70.2%-13.5pp |
| Annual return | 22.17% | 27.43%-5.3pp | 43.79%-21.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $252 | $2,040-87.7% | $3,865-93.5% | $2,177-88.4% |
| Participant deferral / active EE | $5,744 | $3,537+62.4% | $4,937+16.4% | $3,514+63.5% |
| Admin fee / account holder | $10 | $609-98.4% | $9,702-99.9% | $847-98.8% |