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 | $24,615 | $56,423-56.4% | $77,163-68.1% | $71,457-65.6% |
| Participation rate | 54.0% | 64.3%-10.4pp | 69.6%-15.6pp | 67.9%-14.0pp |
| Annual return | 17.55% | 19.05%-1.5pp | 37.87%-20.3pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,500 | $1,866-19.6% | $2,535-40.8% | $2,588-42.0% |
| Participant deferral / active EE | $2,303 | $3,142-26.7% | $3,833-39.9% | $4,289-46.3% |
| Admin fee / account holder | $25 | $1,429-98.2% | $5,472-99.5% | $1,587-98.4% |