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 | $54,176 | $59,328-8.7% | $118,925-54.4% | $73,488-26.3% |
| Participation rate | 60.1% | 62.3%-2.2pp | 75.4%-15.3pp | 70.7%-10.6pp |
| Annual return | 14.28% | 19.13%-4.8pp | 35.88%-21.6pp | 28.51%-14.2pp |
| Employer contribution / active EE | $437 | $1,803-75.8% | $3,263-86.6% | $2,270-80.8% |
| Participant deferral / active EE | $2,383 | $2,604-8.5% | $4,265-44.1% | $3,740-36.3% |
| Admin fee / account holder | $32 | $600-94.7% | $6,581-99.5% | $513-93.8% |