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 | $29,770 | $39,819-25.2% | $67,834-56.1% | $57,658-48.4% |
| Participation rate | 30.5% | 61.2%-30.7pp | 68.8%-38.3pp | 70.2%-39.7pp |
| Annual return | 6.20% | 9.19%-3.0pp | 138.47%-132.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,031 | $2,209-53.3% | $3,160-67.4% | $3,061-66.3% |
| Admin fee / account holder | $17 | $84-79.8% | $4,622-99.6% | $95-82.1% |