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 9-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 | $32,601 | $48,364-32.6% | $71,796-54.6% | $62,891-48.2% |
| Participation rate | 39.4% | 60.6%-21.2pp | 69.1%-29.7pp | 69.3%-29.9pp |
| Annual return | 9.57% | 13.16%-3.6pp | 78.04%-68.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $80 | $1,042-92.3% | $1,924-95.8% | $2,281-96.5% |
| Participant deferral / active EE | $1,918 | $2,091-8.3% | $2,794-31.4% | $3,203-40.1% |
| Admin fee / account holder | $50 | $3,771-98.7% | $4,815-99.0% | $4,296-98.8% |