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 | $36,713 | $60,323-39.1% | $81,812-55.1% | $74,495-50.7% |
| Participation rate | 66.3% | 62.9%+3.5pp | 72.3%-6.0pp | 67.2%-0.9pp |
| Annual return | 15.44% | 16.90%-1.5pp | 773.79%-758.4pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $770 | $2,620-70.6% | $2,912-73.5% | $2,623-70.6% |
| Participant deferral / active EE | $4,312 | $3,387+27.3% | $4,319-0.1% | $4,346-0.8% |
| Admin fee / account holder | $30 | $1,486-98.0% | $7,386-99.6% | $1,942-98.5% |