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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $126,982 | $85,199+49.0% | $57,179+122.1% | $63,975+98.5% |
| Participation rate | 44.7% | 74.0%-29.3pp | 75.3%-30.6pp | 71.1%-26.4pp |
| Annual return | 6.98% | 10.43%-3.5pp | 14.59%-7.6pp | 48.65%-41.7pp |
| Employer contribution / active EE | $601 | $3,446-82.5% | $2,682-77.6% | $2,182-72.4% |
| Participant deferral / active EE | $2,585 | $3,109-16.9% | $3,096-16.5% | $3,356-23.0% |
| Admin fee / account holder | $32 | $39-16.4% | $3,139-99.0% | $70-54.1% |