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 | $49,801 | $41,854+19.0% | $73,843-32.6% | $52,331-4.8% |
| Participation rate | 48.6% | 66.2%-17.6pp | 73.4%-24.8pp | 68.1%-19.5pp |
| Annual return | -0.03% | 2.11%-2.1pp | 2267.84%-2267.9pp | 4.54%-4.6pp |
| Employer contribution / active EE | $247 | $1,920-87.1% | $2,787-91.1% | $1,882-86.9% |
| Participant deferral / active EE | $1,233 | $2,498-50.6% | $3,583-65.6% | $3,022-59.2% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |