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 | $75,510 | $73,102+3.3% | $123,544-38.9% | $56,287+34.2% |
| Participation rate | 63.6% | 74.3%-10.7pp | 82.3%-18.7pp | 69.9%-6.2pp |
| Annual return | -5.93% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $554 | $2,977-81.4% | $4,628-88.0% | $2,111-73.7% |
| Participant deferral / active EE | $2,531 | $5,423-53.3% | $6,426-60.6% | $3,350-24.4% |
| Admin fee / account holder | $20 | $554-96.4% | $9,284-99.8% | $521-96.1% |