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 | $12,071 | $31,679-61.9% | $74,701-83.8% | $65,185-81.5% |
| Participation rate | 50.4% | 40.4%+10.1pp | 54.5%-4.0pp | 70.2%-19.8pp |
| Annual return | 20.15% | 39.04%-18.9pp | 752.92%-732.8pp | 29.38%-9.2pp |
| Employer contribution / active EE | $73 | $566-87.1% | $1,084-93.3% | $2,177-96.7% |
| Participant deferral / active EE | $521 | $1,191-56.3% | $1,964-73.5% | $3,514-85.2% |
| Admin fee / account holder | $130 | $379-65.6% | $3,333-96.1% | $847-84.6% |