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 | $139,791 | $86,791+61.1% | $115,037+21.5% | $59,188+136.2% |
| Participation rate | 61.9% | 72.8%-10.9pp | 81.4%-19.4pp | 69.4%-7.5pp |
| Annual return | 0.79% | 4.44%-3.6pp | 26.14%-25.3pp | 5.51%-4.7pp |
| Employer contribution / active EE | $269 | $2,950-90.9% | $4,608-94.2% | $2,098-87.2% |
| Participant deferral / active EE | $8,098 | $5,298+52.9% | $6,026+34.4% | $3,265+148.1% |
| Admin fee / account holder | $48 | $95-49.3% | $8,175-99.4% | $92-47.8% |