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 | $22,110 | $44,425-50.2% | $67,834-67.4% | $55,167-59.9% |
| Participation rate | 26.1% | 59.7%-33.6pp | 68.8%-42.7pp | 69.0%-42.9pp |
| Annual return | 7.58% | 17.80%-10.2pp | 138.47%-130.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $180 | $1,351-86.7% | $2,403-92.5% | $1,963-90.8% |
| Participant deferral / active EE | $1,004 | $2,166-53.7% | $3,160-68.2% | $3,054-67.1% |
| Admin fee / account holder | $239 | $530-54.9% | $4,622-94.8% | $504-52.5% |