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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $30,149 | $88,515-65.9% | $162,163-81.4% | $67,579-55.4% |
| Participation rate | 51.5% | 86.8%-35.3pp | 87.6%-36.0pp | 71.3%-19.8pp |
| Annual return | 23.36% | 27.04%-3.7pp | 115.59%-92.2pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,942 | $3,563-45.5% | $5,614-65.4% | $2,148-9.6% |
| Participant deferral / active EE | $3,551 | $5,724-38.0% | $7,298-51.3% | $3,539+0.3% |
| Admin fee / account holder | $16 | $124-86.7% | $10,843-99.8% | $142-88.4% |