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 | $15,037 | $46,360-67.6% | $147,614-89.8% | $52,331-71.3% |
| Participation rate | 57.4% | 64.9%-7.5pp | 84.6%-27.2pp | 68.1%-10.7pp |
| Annual return | -0.99% | 1.62%-2.6pp | 61.98%-63.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,311 | $2,258-41.9% | $4,895-73.2% | $3,022-56.6% |
| Admin fee / account holder | $65 | $766-91.5% | $11,611-99.4% | $592-89.0% |