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 | $26,752 | $49,138-45.6% | $84,015-68.2% | $65,185-59.0% |
| Participation rate | 54.8% | 60.7%-6.0pp | 69.0%-14.3pp | 70.2%-15.4pp |
| Annual return | 18.86% | 23.00%-4.1pp | 71.31%-52.5pp | 29.38%-10.5pp |
| Employer contribution / active EE | $90 | $914-90.1% | $1,983-95.5% | $2,177-95.9% |
| Participant deferral / active EE | $1,901 | $2,397-20.7% | $3,239-41.3% | $3,514-45.9% |
| Admin fee / account holder | $208 | $543-61.7% | $6,101-96.6% | $847-75.5% |