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 | $77,204 | $70,002+10.3% | $115,037-32.9% | $52,331+47.5% |
| Participation rate | 53.9% | 72.1%-18.2pp | 81.4%-27.4pp | 68.1%-14.2pp |
| Annual return | 0.18% | 4.04%-3.9pp | 26.14%-26.0pp | 4.54%-4.4pp |
| Employer contribution / active EE | $286 | $2,715-89.5% | $4,608-93.8% | $1,882-84.8% |
| Participant deferral / active EE | $3,004 | $4,920-38.9% | $6,026-50.2% | $3,022-0.6% |
| Admin fee / account holder | $13 | $566-97.6% | $8,175-99.8% | $592-97.7% |