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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,575 | $51,197-42.2% | $82,719-64.2% | $66,914-55.8% |
| Participation rate | 58.8% | 67.8%-9.0pp | 72.6%-13.8pp | 69.8%-11.0pp |
| Annual return | -0.39% | -9.64%+9.2pp | 701.18%-701.6pp | 1.58%-2.0pp |
| Employer contribution / active EE | $699 | $2,611-73.2% | $3,009-76.8% | $2,544-72.5% |
| Participant deferral / active EE | $3,953 | $3,458+14.3% | $4,395-10.1% | $4,237-6.7% |
| Admin fee / account holder | $23 | $416-94.5% | $5,329-99.6% | $593-96.2% |