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 | $20,388 | $50,199-59.4% | $70,092-70.9% | $66,914-69.5% |
| Participation rate | 62.2% | 66.3%-4.1pp | 70.5%-8.2pp | 69.8%-7.6pp |
| Annual return | -17.06% | -13.85%-3.2pp | 190.73%-207.8pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,672 | $1,864-10.3% | $2,559-34.7% | $2,544-34.3% |
| Participant deferral / active EE | $2,546 | $3,112-18.2% | $3,849-33.9% | $4,237-39.9% |
| Admin fee / account holder | $24 | $600-96.1% | $6,267-99.6% | $593-96.0% |