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 | $60,279 | $68,408-11.9% | $57,179+5.4% | $57,658+4.5% |
| Participation rate | 35.7% | 79.1%-43.5pp | 75.3%-39.7pp | 70.2%-34.6pp |
| Annual return | 7.31% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $350 | $2,869-87.8% | $2,682-86.9% | $1,974-82.3% |
| Participant deferral / active EE | $1,638 | $2,903-43.6% | $3,096-47.1% | $3,061-46.5% |
| Admin fee / account holder | $220 | $70+216.5% | $3,139-93.0% | $95+133.2% |