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 | $25,958 | $36,767-29.4% | $81,478-68.1% | $62,292-58.3% |
| Participation rate | 31.4% | 54.4%-23.1pp | 68.0%-36.6pp | 69.5%-38.1pp |
| Annual return | 17.96% | 173.80%-155.8pp | 38.78%-20.8pp | 28.90%-10.9pp |
| Employer contribution / active EE | $80 | $1,128-92.9% | $2,568-96.9% | $2,042-96.1% |
| Participant deferral / active EE | $796 | $2,111-62.3% | $3,537-77.5% | $3,169-74.9% |
| Admin fee / account holder | $14 | $797-98.2% | $4,561-99.7% | $479-97.1% |