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 | $35,297 | $54,045-34.7% | $115,157-69.3% | $65,185-45.9% |
| Participation rate | 37.7% | 63.5%-25.8pp | 75.9%-38.2pp | 70.2%-32.5pp |
| Annual return | 17.97% | 26.55%-8.6pp | 35.60%-17.6pp | 29.38%-11.4pp |
| Employer contribution / active EE | $216 | $1,653-86.9% | $3,179-93.2% | $2,177-90.1% |
| Participant deferral / active EE | $1,231 | $2,504-50.8% | $4,168-70.5% | $3,514-65.0% |
| Admin fee / account holder | $19 | $626-96.9% | $7,088-99.7% | $847-97.7% |