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 | $44,809 | $41,854+7.1% | $73,843-39.3% | $52,331-14.4% |
| Participation rate | 42.2% | 66.2%-24.0pp | 73.4%-31.2pp | 68.1%-25.9pp |
| Annual return | 3.88% | 2.11%+1.8pp | 2267.84%-2264.0pp | 4.54%-0.7pp |
| Employer contribution / active EE | $76 | $1,920-96.0% | $2,787-97.3% | $1,882-96.0% |
| Participant deferral / active EE | $2,582 | $2,498+3.4% | $3,583-27.9% | $3,022-14.6% |
| Admin fee / account holder | $91 | $493-81.5% | $4,880-98.1% | $592-84.6% |