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 8-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 | $30,249 | $52,953-42.9% | $172,739-82.5% | $65,185-53.6% |
| Participation rate | 64.3% | 66.2%-1.9pp | 82.6%-18.3pp | 70.2%-5.9pp |
| Annual return | 43.43% | 30.12%+13.3pp | 802.84%-759.4pp | 29.38%+14.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,903 | $2,471+17.5% | $5,198-44.1% | $3,514-17.4% |
| Admin fee / account holder | $5 | $472-98.9% | $13,954-100.0% | $847-99.4% |