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 8-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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,607 | $59,584-58.7% | $86,874-71.7% | $79,386-69.0% |
| Participation rate | 60.9% | 67.7%-6.7pp | 71.6%-10.7pp | 70.7%-9.8pp |
| Annual return | 15.77% | 23.15%-7.4pp | 63.52%-47.8pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,710 | $1,768-3.3% | $2,495-31.5% | $2,427-29.5% |
| Participant deferral / active EE | $2,708 | $3,036-10.8% | $3,699-26.8% | $4,046-33.1% |
| Admin fee / account holder | $24 | $604-96.0% | $5,828-99.6% | $626-96.1% |