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 | $79,417 | $80,753-1.7% | $136,294-41.7% | $62,292+27.5% |
| Participation rate | 65.3% | 73.5%-8.3pp | 81.9%-16.7pp | 69.5%-4.3pp |
| Annual return | 18.28% | 35.83%-17.5pp | 5155.94%-5137.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $374 | $2,884-87.0% | $4,695-92.0% | $2,042-81.7% |
| Participant deferral / active EE | $3,639 | $5,164-29.5% | $6,247-41.8% | $3,169+14.8% |
| Admin fee / account holder | $12 | $525-97.6% | $9,243-99.9% | $479-97.4% |