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 | $40,701 | $63,924-36.3% | $108,579-62.5% | $55,167-26.2% |
| Participation rate | 49.5% | 74.3%-24.8pp | 79.6%-30.0pp | 69.0%-19.5pp |
| Annual return | 8.29% | 15.31%-7.0pp | -51.70%+60.0pp | 169.23%-160.9pp |
| Employer contribution / active EE | $337 | $1,879-82.1% | $3,758-91.0% | $1,963-82.9% |
| Participant deferral / active EE | $1,676 | $3,067-45.3% | $4,311-61.1% | $3,054-45.1% |
| Admin fee / account holder | $30 | $618-95.1% | $7,645-99.6% | $504-93.9% |