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 | $93,056 | $89,652+3.8% | $141,162-34.1% | $65,185+42.8% |
| Participation rate | 65.4% | 74.7%-9.3pp | 82.5%-17.1pp | 70.2%-4.8pp |
| Annual return | 24.20% | 32.79%-8.6pp | 71.39%-47.2pp | 29.38%-5.2pp |
| Employer contribution / active EE | $579 | $3,065-81.1% | $4,735-87.8% | $2,177-73.4% |
| Participant deferral / active EE | $2,713 | $5,691-52.3% | $6,709-59.6% | $3,514-22.8% |
| Admin fee / account holder | $12 | $569-97.8% | $10,261-99.9% | $847-98.5% |