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 | $14,278 | $38,365-62.8% | $84,611-83.1% | $65,185-78.1% |
| Participation rate | 14.2% | 55.7%-41.4pp | 68.2%-54.0pp | 70.2%-56.0pp |
| Annual return | 46.73% | 32.00%+14.7pp | 258.74%-212.0pp | 29.38%+17.3pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $913 | $2,278-59.9% | $3,899-76.6% | $3,514-74.0% |
| Admin fee / account holder | $210 | $451-53.5% | $4,912-95.7% | $847-75.2% |