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 | $30,418 | $62,127-51.0% | $81,382-62.6% | $74,495-59.2% |
| Participation rate | 59.1% | 64.0%-4.9pp | 69.5%-10.4pp | 67.2%-8.1pp |
| Annual return | 14.29% | 16.48%-2.2pp | 24.73%-10.4pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,596 | $1,882-15.2% | $2,463-35.2% | $2,623-39.2% |
| Participant deferral / active EE | $2,567 | $3,229-20.5% | $3,883-33.9% | $4,346-40.9% |
| Admin fee / account holder | $31 | $1,934-98.4% | $5,768-99.5% | $1,942-98.4% |