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 | $35,908 | $67,411-46.7% | $91,001-60.5% | $70,131-48.8% |
| Participation rate | 65.9% | 71.4%-5.5pp | 75.6%-9.7pp | 69.5%-3.7pp |
| Annual return | 14.46% | -40.16%+54.6pp | 4.60%+9.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $308 | $1,786-82.7% | $2,456-87.4% | $2,342-86.8% |
| Participant deferral / active EE | $2,101 | $2,823-25.6% | $3,547-40.8% | $3,332-36.9% |
| Admin fee / account holder | $21 | $4,236-99.5% | $5,417-99.6% | $4,645-99.6% |